Directory

>

Cfp Kelly Digonzini Mst

avatar

Cfp Kelly Digonzini Mst

Director of Financial Planning | Beacon Pointe

California, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Kelly Digonzini Mst

Work Experience

company logo

Director of Financial Planning at

Beacon Pointe Advisors, LLC

Present

company logo

Director Of Financial Planning at

Beacon Pointe

January 2020 - Present

company logo

Book Author at

Your Dollars, Our Sense

January 2018 - Present

company logo

Women Advisory Institute Board Member at

Beacon Pointe

January 2012 - Present

company logo

Senior Financial Planner at

Beacon Pointe

October 2012 - January 2020

company logo

Financial Planning Specialist at

MetLife

December 2011 - October 2012

company logo

Financial Planning Coordinator at

MetLife

July 2010 - November 2011

company logo

Training Manager at

MetLife

March 2010 - July 2010

company logo

Intern at

MetLife

January 2008 - January 2009

Logos provided by Logo.dev

Cfp Kelly Digonzini Mst

Education

Gonzaga University, Bachelors

January 2008 - January 2009

University of Portland

January 2005 - January 2007

Gonzaga Prep

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

mail

**********@beaconpointe.com

Colleagues

avatar
Bruce Meyer Jd

Partner, Senior Managing Director

avatar
Mike Breller

Managing Director, Institutional Consulting

avatar
Shannon Eusey

Member Board Of Directors

avatar
Cfp Joe Ramos

Partner, Managing Director

avatar
Cfp David Le

Chief Technology Officer / Wealth Advisor

avatar
Rebecca Smith

Wealth Advisor

avatar
Cfp Brandt Kuhn

Managing Director and Partner

avatar
Marc Wolff

Partner, Managing Director

avatar
James Davenport

Managing Director, Partner

avatar
Lauren Meixel

Director of Operations

View Contact details (it's free)
Request Profile Removal