Kim Benson, CPA, CFP®
Kim Benson, CFP®, CPA, 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 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:
“She helps them find a clear path forward to walk ahead in confidence.”
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.
This week we are continuing our spotlight series with Kim! What is a day in your CCMI life like? My day starts early so I…
Since the Tax Payer Relief Act of 1997, Roth accounts have been a widely sought out account type for working individuals of all ages. As…
A late Thanksgiving seemed to accelerate us into the holiday season this year. As we now find ourselves well into the holidays, it can…