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FUNDRAISING NEWS | July 16, 2024

LPL Financial Welcomes Summit Planning Group

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LPL Financial has added Summit Planning Group to its platform. Founded in 1995, Summit Planning Group brings together a team of advisors with diverse backgrounds in accounting, finance, tax, and investments. They are known for their comprehensive approach to wealth management, serving clients' advisory, brokerage, and retirement plan needs. Based in Branford and Glastonbury, Connecticut, the team includes notable financial advisors such as Brian Onofrio, C. David Koncz, Karl Zirolli, Jay Pinto, Frank Navario, Alison Gaffney, and Ben Onofrio. 

Brian Onofrio, with over 25 years of experience in financial planning and wealth management, specializes in advising business owners, professionals, executives, and retirees. He co-founded Summit Planning Group and holds designations as a Certified Public Accountant (CPA) and Accredited Investment Fiduciary . David Koncz brings 40 years of financial planning expertise, beginning with Connecticut General in 1974. Throughout his career, he has focused on addressing the complex financial needs of business owners and high net worth individuals. David is also a co-founding partner of Summit Planning Group.

Together, they manage approximately $750 million in client assets. LPL continues to expand its advisory capabilities and attract teams with strong client-focused expertise.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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