Keith A. Onto, CFP®, AEP, ChFC, MBA
CERTIFIED FINANCIAL PLANNER™ ACCREDITED ESTATE PLANNER
konto@beaconwealthpartners.com
Keith works with successful individuals and families who are looking for a more strategic and coordinated approach to managing their wealth.
With a strong focus on estate planning and tax-aware strategies, Keith helps clients make confident decisions around retirement, legacy planning, and long-term financial security.
His approach is built on clarity, collaboration, and long-term relationships—helping clients simplify complex financial decisions and stay on track toward their goals.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.