Denise Onate, FPQP®

About

I take pride in cultivating meaningful relationships with clients. I focus on building trust and ensuring that each client feels supported and valued, no matter what stage of life they’re in. Growing up as a first-generation Latina, I didn’t have access to many financial resources, which has fueled my passion for educating others in my community. I’ve seen how wealth management services can truly transform lives, and I’m committed to making a difference.

The most rewarding part of working with clients is hearing their life stories. By taking the time to understand their past and present, I’m better equipped to help them achieve their future goals. Success, in my view, is a team effort — leveraging the collective expertise of BEW to provide exceptional support.

Outside of work, I love spending time with my children and being outdoors. One of my favorite activities is hiking, especially along our beautiful coast line.