Kim Benson, CFP®, CPA, Ceft®


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
  • People’s Choice Winner, San Diego Magazine Celebrating Women Rising Star 2023, Finalist 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
  • Member, San Diego Rotary Club 33

“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
Mega Backdoor Roth Strategies for RTX (Raytheon) Employees Mega Backdoor Roth Strategies for RTX (Raytheon) Employees

Are you a high-income earner at RTX (Raytheon Technologies) maximizing your pre-tax or Roth contributions to your RTX 401(k) over and above that valuable employer…

San Diego-based RTX (Raytheon Technologies) employee reviewing their retirement plan on a laptop computer RTX (Raytheon Technologies) 401(K): 3 Scenarios Employees Should Consider

Comprehensive retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. These situations may feel concerning, especially…

How to Navigate RTX (Raytheon) Stock for Retirement Planning

A comprehensive retirement plan has become a critical component of financial well-being. Many Americans now rely on 401(k) plans as their primary retirement savings vehicle….

Our Team
Be ready when the time comes.
A proactive planning guide to reduce feeling overwhelmed when a loved one passes. Download peace of mind today.