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Cfp Kelly Digonzini Mst
Cfp Kelly Digonzini Mst
Director of Financial Planning | Beacon Pointe
California, United States
Cfp Kelly Digonzini Mst
Summary
Kelly Digonzini Mst is a seasoned Director of Financial Planning at Beacon Pointe, specializing in comprehensive financial strategies that empower clients to align their wealth with their personal values and goals. With a strong focus on women investors, she has helped to establish the Women's Advisory Institute, dedicated to addressing the unique financial needs of women. Kelly's extensive experience in financial planning encompasses retirement readiness, strategic tax and estate planning, and education cost planning. She is also an accomplished author, having penned a guide that simplifies complex financial topics for everyday readers. Her background includes significant roles at Metlife, where she honed her skills in financial planning and training. Kelly's educational foundation in business from Gonzaga University complements her practical experience, making her a trusted advisor in the finance industry. Her passion for educating clients reflects her commitment to providing holistic financial solutions that adapt to life's changes.
Cfp Kelly Digonzini Mst
Work Experience
Director of Financial Planning at
Beacon Pointe Advisors, LLC
Present
Director Of Financial Planning at
Beacon Pointe
January 2020 - Present
Book Author at
Your Dollars, Our Sense
January 2018 - Present
Women Advisory Institute Board Member at
Beacon Pointe
January 2012 - Present
Senior Financial Planner at
Beacon Pointe
October 2012 - January 2020
Financial Planning Specialist at
MetLife
December 2011 - October 2012
Financial Planning Coordinator at
MetLife
July 2010 - November 2011
Training Manager at
MetLife
March 2010 - July 2010
Intern at
MetLife
January 2008 - January 2009
Cfp Kelly Digonzini Mst
Education
Frequently Asked Questions about Cfp Kelly Digonzini Mst
What is Cfp Kelly Digonzini Mst email address?
Cfp Kelly Digonzini Mst's primary email address is **********@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Kelly Digonzini Mst work for?
Cfp Kelly Digonzini Mst is a Director of Financial Planning at Beacon Pointe, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Kelly Digonzini Mst graduated from?
Cfp Kelly Digonzini Mst holds a degree in Business from Gonzaga University.
How can I directly contact Cfp Kelly Digonzini Mst?
To contact Cfp Kelly Digonzini Mst directly, you can use the email address **********@beaconpointe.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Kelly Digonzini Mst?
Kelly Digonzini Mst is a seasoned Director of Financial Planning at Beacon Pointe, specializing in comprehensive financial strategies that empower clients to align their wealth with their personal values and goals. With a strong focus on women investors, she has helped to establish the Women's Advisory Institute, dedicated to addressing the unique financial needs of women. Kelly's extensive experience in financial planning encompasses retirement readiness, strategic tax and estate planning, and education cost planning. She is also an accomplished author, having penned a guide that simplifies complex financial topics for everyday readers. Her background includes significant roles at Metlife, where she honed her skills in financial planning and training. Kelly's educational foundation in business from Gonzaga University complements her practical experience, making her a trusted advisor in the finance industry. Her passion for educating clients reflects her commitment to providing holistic financial solutions that adapt to life's changes.
Cfp`s contact details
**********@beaconpointe.com
Colleagues
Partner, Senior Managing Director
Managing Director, Institutional Consulting
Member Board Of Directors
Partner, Managing Director
Chief Technology Officer / Wealth Advisor
Wealth Advisor
Managing Director and Partner
Partner, Managing Director
Managing Director, Partner
Director of Operations