Branford, CT Office

Charles Koncz is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and over 51 years of industry experience. His prior work includes roles at LPL Financial and Lincoln Financial Securities Corporation, and he has been involved with Summit Planning Group and related entities since 1995. In addition to advisory services, he is active in insurance sales including long-term care and fixed life insurance products. Summit Planning Group provides financial planning and corporate advisory services primarily to owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements involving personal financial, retirement, estate, and business continuation planning, coordinating implementation through clients’ other advisors rather than managing assets directly.

Benjamin Onofrio is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and Summit Asset Management. His other business activities include a non-variable insurance role at Merit Insurance Services. Summit Planning Group provides financial planning and corporate advisory services primarily for owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements and coordinates implementation with clients’ other advisors without providing ongoing portfolio management or custody of assets.

Brian Onofrio is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at LPL Financial and Lincoln Financial Securities. Outside of advising, he is a Certified Public Accountant providing tax preparation and accounting services. Summit Planning Group offers financial planning and corporate advisory services primarily to owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements and provides written financial summaries using client information and third-party software, coordinating implementation with clients’ other advisors.