Kim Benson, CFP®, CPA, Ceft®

Principal

As a CCMI principal and owner, Kim Benson, CFP®, CPA, CeFT®, guides clients on their financial path forward as it continues to evolve and change. She embraces change and knows what it’s like to start new chapters in life and navigate obstacles. As a CPA and Certified Financial Planning Professional™, most of her career was focused on building strong technical skills. While at CCMI, Kim shifted her focus to better understand the personal side of financial planning by pursuing additional training to become a Certified Financial Transitionist®. Kim’s unique skill set helps her relate to clients’ changing needs while providing a sense of calm and confidence during times of stress and uncertainty. She thrives on providing clients with clarity around major decisions — whether it’s within the corporate world, a career change, death of a loved one, or other significant life change, she helps them find a clear path forward to walk ahead in confidence.

Kim has been with CCMI since 2015 after deciding to leave a successful career in corporate financial planning and analysis. She holds a bachelor of science in business administration from Bryant University with a concentration in accounting

Always looking for ways to lift up others and support their needs, Kim is a former Girls Rising Big Sister and always looks for ways to support other local non-profit organizations. She also continues to serve in the following roles:  

  • Membership Chair and Past President, Women in Business
  • Member, Estate Planning Council of San Diego
  • Graduate, LEAD Impact 2019
  • Finalist, San Diego Magazine Celebrating Women Rising Star, 2019 and 2021
  • Member, Women United
  • Member, Financial Planning Association (FPA)
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Bryant University Alumni Association

“being present and genuinely interested in what my client is sharing with me is very important because it helps me to understand what’s truly important to them.”

Kim and her husband Tyler are both originally from the East Coast, but found each other on the West Coast through mutual friends and have made San Diego their home. With their dog Fenway, they love being active, exploring the outdoors, and enjoying the year-round sunshine. Kim developed a fondness for the French language, culture, and cuisine while living in Paris for two years. She and Tyler enjoy traveling, good food and drink, and spending time with family and friends when they can.

Blogs by Kim
Raytheon Technologies Employees: Should you change your 401(k) contribution or allocation?

It is not a secret that the stock market had a rough start to the year. Sometimes when we see our balances going down, we…

Rethinking Senior Living Options: For Your Loved Ones and Perhaps Your Own Future

As our families continue to age, we don’t often think that far into the future in terms of what living options could be considered. We…

What to do When you Receive an Inheritance What to do When You Receive an Inheritance

As we go through life, finances can become more complicated. We like to be good stewards of our hard-earned money as we strive to save…

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