Kim Benson (CeFT®, CFP®, CPA)

Additional Information

Kim 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. 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 at what is now Raytheon Technologies (RTX) . She now focuses much of her work on a growing group of clients currently employed or retired from RTX and helps guide them through financial decisions. She holds a bachelor of science in business administration from Bryant University with a concentration in accounting and a minor in legal studies. 

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.