Kim Benson, CFP®, CPA, Ceft®

Lead Advisor

Kim Benson, CFP®, CPA, CeFT® has been with CCMI since 2015 after deciding to leave a successful career in corporate financial planning and analysis. In addition to assisting clients with financial planning and portfolio management, she helps guide them in areas such as cash flow planning to reach their goals, planning for retirement, investment allocation, and tax planning. Kim holds a Bachelor of Science in Business Administration from Bryant University and later obtained a Certificate in Financial Planning. Kim became a Certified Financial Transitionist® (CeFT) in 2021.

Kim knows what it is like to start new chapters in life. After over a decade of working in corporate finance, she left that world behind to delve into personal finance. Kim loves assisting her clients as they navigate new chapters of their own lives — 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. 

Always looking for ways to lift others up and support their needs, Kim is a former Girls Rising Big Sister, is actively involved with Women United, and always looks for ways to support other local non-profit organizations such as Olivewood Gardens and Learning Center.  Kim also continues to serve in the following roles:  

  • Women in Business, Membership Chair, Past President
  • Estate Planning Council of San Diego, Member
  • LEAD Impact graduate 2019
  • San Diego Magazine Celebrating Women Rising Star Finalist 2019 & 2021
  • 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

“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 are both originally from the East Coast, but found each other here on the West Coast through mutual friends and made San Diego their home. With their dog Fenway, they love exploring the outdoors, 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 her husband love to travel as often as they can.

Blogs by Kim
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…

Businesswoman making a presentation to her colleagues in office. Decision-Making in a Time of Uncertainty

May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

Picture of attractive mature woman business coach wearing white blouse and eyeglasses making notes in notebook while sitting at her cozy office, working on generic laptop computer and drinking coffee. Estate Planning in Light of COVID-19

One of our jobs as CERTIFIED FINANCIAL PLANNER™ professionals is to tie up loose ends for our clients. We like to help clients plan ahead,…

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