Denise Onate, FPQP® 

Denise supports the work of LNW wealth managers and analysts in client account management, client documentation and reporting and ensuring compliance with all security measures and protocols. An important aspect of Denise’s work is getting to know LNW client families and working with them on updates to their wealth plan as their needs and aspirations evolve or change.  

Prior to joining LNW, Denise was a client service associate at financial planning firms Burton Enright Welch and DeDora Capital. Bilingual in Spanish and English, she started her career working in banking, with client service positions at North Bay Credit Union, Golden 1 Credit Union and Wells Fargo.