Advice For Women
By Women.
Empowering the female investors of today and the young investors of tomorrow. Beacon Pointe is committed to a unique and holistic approach to serving the financial needs of women.
WAI Industry Awards and Recognition
60
%
Corporate Leadership Team is Women
1
Largest Women-Led RIA in the Nation
320
+
Professional Designations & Advanced Degrees
We are moms, daughters, wives, sisters and friends.
We’re also business owners, financial planners, investment advisors and lawyers.
We understand you because we are real women, just like you.

Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to help provide female clients and their families with peace of mind. Additionally, WAI aims to enhance their ability to meet long-term life and legacy goals. We specialize in helping clients through monumental life transitions. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach tailored to you.

  • Cathi Prentice

    Catherine Prentice

    Director of Compliance

    Newport Beach, CA

    Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for…

  • Allison Hillgren Warner

    Allison Hillgren Warner, MCM

    Chief Marketing Officer

    Newport Beach, CA

    Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand…

  • Jacqui Friedrich

    Jacqui Friedrich, CFP®

    Principal, Senior Wealth Advisor

    Asheville, NC

    Jacqui Friedrich is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office…

Cathi Prentice

Catherine Prentice

Director of Compliance

Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities.

Allison Hillgren Warner

Allison Hillgren Warner, MCM

Chief Marketing Officer

Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC.  Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently 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 and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.

  • California - Newport Beach
Jacqui Friedrich

Jacqui Friedrich, CFP®

Principal, Senior Wealth Advisor

Jacqui Friedrich is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jacqui has been in the financial services industry for over three decades and excels at serving high-net-worth individuals with personalized advice, comprehensive strategies, and goals-based planning. She is also known for the care she shows her clients and her dedication to building strong, lasting relationships. Jacqui graduated from the University of North Carolina Asheville with a bachelor’s degree in Accounting and is a Certified Financial Planner™ (CFP®). Jacqui was the co-founder of the Financial Planning Association of Western North Carolina and served at the national level of the Financial Planning Association as a Chapter Leadership Resource Council member liaison for five states in the Southeast. Jacqui is passionate about educating women so they can learn how to manage their finances and make empowered decisions and is an active member of the Beacon Pointe Women’s Advisory Institute. She is also active in her community and has served locally on many nonprofit boards, including OnTrack Financial Education & Counseling, YWCA, Leadership Asheville Forum, and many local animal welfare organizations. She is currently the chair of the Asheville Humane Society, Chair of the Investment Committee for Pisgah Legal Services, and Treasurer of Heart of Horse Sense, and serves on the Safe Haven Committee for Helpmate. Outside of the office, Jacqui loves to ride her horse, hike, bike, and spend time with family and friends.

How We Can Help

Beacon Pointe’s financial planning process aims to help you understand your financial picture in its entirety related to your entirely unique situation.

Divorce Financial Planning

You’re going through a divorce and need a trusted financial advisor. We have experienced wealth advisors on staff accredited with the Certified Divorce Financial Analyst (CDFA®) certification. They are dedicated to helping you navigate the complexities of divorce planning in order to create your new path forward.

Multi-Generational Wealth Planning

You’re at a point in your life where you are thinking more about your future and the legacy you wish to leave for your family. We have a team that specializes in multi-generational financial and estate planning, dedicated to helping you ensure your life and legacy goals come to fruition.

Spousal Wealth Planning

You’ve lost a loved one and are not sure where to go from here – emotionally or financially. We’re here to make this very difficult time manageable for you while honoring the legacy of those lost. We are here to help provide peace of mind for the future and be a shoulder to lean on as you heal.

Questions We Can Help Answer

We help answer the real, important questions related to your financial well-being and are keen on building the lives our clients envision for themselves.

How can I protect what I leave to my children? How do I manage my financial life after the death of a spouse?

How should I save for retirement? In what order should I spend my assets?

When should I take Social Security? Do I have the right insurance?

How do I pay for college tuition? Can I afford to switch careers or retire early? Can I afford a vacation home?

How do I manage my financial life after divorce?

WAI News & Events
Kelly DiGonzini Joins WIN Council
Beacon Pointe Advisors Director of Financial Planning, Kelly DiGonzini, CFP®, MST, Appointed to the Women’s Initiative Council of the CFP® Board Center for Financial Planning

Beacon Pointe Advisors (“Beacon Pointe”) is delighted to announce that Kelly DiGonzini, CFP®, MST, has become one of the newest members of the Women’s Initiative Council (WIN) at the CFP® Board Center for Financial Planning, which advises the Center on creating initiatives and supports efforts to increase the number of women entering the financial planning profession.

Women of Influence Award
Greater Irvine Chamber of Commerce ‘Women of Influence’ Award

Extended Care/Long-Term Care planning is not just about covering the cost of care. There are many aspects to consider before an LTC event occurs to help ensure your wishes are fulfilled and that everyone involved is prepared. The below Q&A provides additional information that may help you with your planning journey.

Is Beacon Pointe a Fit for You?

YouTube video

Choosing the Right Financial Advisor

CNBC - Selecting an Advisor

Connect with Us

We are here to be a trusted resource for you.  Please email us if our advisory team can be of service to you.

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