Kelly DiGonzini, Senior Financial Planner at Beacon Pointe Advisors & also one of seven co-authors of “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 joins Enterprise Radio.
This episode of Enterprise Radio is working in conjunction with the Author Channel.
Listen to host Eric Dye & guest Kelly DiGonzini discuss the following:
- What are common mistakes or oversights business owners make when it comes to “big picture” planning?
- What unique retirement planning concepts do business owners face?
- What unique estate planning considerations to business owners face?
- What questions should business owners be asking their financial advisor?
- What should business owners who are sponsoring a retirement plan be mindful of?
- How does Your Dollars, Our Sense’s approach to financial education differ from others?
Kelly DiGonzini, CFP, MST, is a Senior Financial Planner at Beacon Pointe Advisors. Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners.
Kelly 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™. Kelly is very passionate about financial education. 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. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.
Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.
Website: www.GetTheSense.com
Social Media Links:
Facebook: facebook.com/GetTheSense
Twitter: @getthesense
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