Kim Benson

San Diego Financial Planner

Kim is a CERTIFIED FINANCIAL PLANNERTM and helps clients with their financial planning needs in areas of cash flow and retirement planning, investment allocation, tax planning, insurance, education planning and estate planning.  Kim also assists the team with portfolio management.

Kim joined the CCMI team in 2015 after deciding to leave the corporate world to pursue a career in personal financial planning. She spent 12 years of her career at a large corporation where she held roles of increasing responsibility within corporate finance.  Kim is also a CPA with “Big Four” public accounting experience.

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976