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Kelly DiGonzini, CFP®, MST
Senior Director of Insurance, Tax and Retirement Services
Kelly is responsible for leading the firm’s insurance, tax services, and all retirement plan 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 one of about 25 members across the country on Charles Schwab’s DAFGiving360 Advisory Council, whose mission is to increase charitable giving in the U.S. 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, 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.
Ben Lim, CPA, EA, MST
Senior Tax Manager
Ben is a Senior Tax Manager and is responsible for partnering with Beacon Pointe’s wealth advisors to provide effective tax planning strategies to help clients meet their current and long-term tax and financial goals. Prior to joining Beacon Pointe Advisors, Ben spent more than 10 years doing tax compliance and planning work focusing on ultra-high net-worth individuals, business entities, and trust and estates. Ben received his Master of Science in Taxation degree from Golden Gate University and is a member of the AICPA & CalCPA. Outside of the office, Ben enjoys spending time with his family and loves outdoor activities.
Brittany Mangrum, CFP®, MST
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.