Kelly DiGonzini, CFP®, MSTKelly DiGonzini, CFP®, MST
Director of Financial Planning

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Kelly is responsible for leading the firm’s financial planning and tax planning services as well as helping private clients determine and meet their financial and tax planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a Certified Financial Planner™ (CFP®)Kelly is very passionate about financial education. She currently serves on the Women’s Initiative Council (WIN) at the CFP® Board Center for Financial Planning. The WIN Council advises the Center on creating initiatives and supports efforts to increase the number of women entering the financial planning profession, including the number of women CFP® professionals. Kelly is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Stewart Weddings, Worth Magazine, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a past board member of the Financial Planning Association of Orange County and volunteered for WomenSage. Kelly spends her free time chasing her three children and resides with her husband in South Orange County, California.


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