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:
“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.
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…
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….
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…