By Women.
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.
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Brittany Mangrum, CFP®
Senior Financial Planner
Newport Beach, CA
Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s…
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Julie Johnson, CDFA®
Senior Wealth Advisor
Newport Beach, CA
Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe…
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Commie Stevens, JD
Chief Practice Officer
Newport Beach, CA
Commie designed and oversees the firm’s approach to financial and estate planning…
Brittany Mangrum, CFP®
Senior Financial Planner
Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from California State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She also earned her Master of Science in Taxation (MST) degree from California State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.
Julie Johnson, CDFA®
Senior Wealth Advisor
Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is 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. Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.
Commie Stevens, JD
Chief Practice Officer
Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also is 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. Commie has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.
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
In response to the recent news of a potential mass data leak involving Social Security numbers, our Beacon Pointe team wants to offer some proactive guidance on protective measures to consider.
In an era marked by rapid changes in the financial and technology landscapes, Worth Magazine (“Worth”) recognizes the critical need for forward-thinking financial planning for the affluent and has relaunched the Leading Advisors Program for 2024 and years to come.
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.
Is Beacon Pointe a Fit for You?
Choosing the Right Financial 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.
