Kim Benson, Cfp®, Cpa, Ceft® Email and Phone Number
Kim Benson, Cfp®, Cpa, Ceft® work email
- Valid
Kim Benson, Cfp®, Cpa, Ceft® personal email
- Valid
Creative Capital Management Investments LLC (CCMI) offers highly personalized and proactive financial planning and investment management services on a fee-only basis. As fiduciaries, your interests always come first as we design your financial plan and/or manage your investments. We understand that money doesn’t come with instructions, and that financial planning is a lifelong process. We help guide you towards achieving financial independence at your own pace and obtain greater financial peace of mind.Forty years in practice has taught us that financial planning is more than number crunching and making recommendations. It’s about understanding your hopes, dreams, fears, and risks to design and help you implement your personalized financial plan.We work best with clients and referrals who are:• Business Owners prior to a liquidation event• Executives leaving corporate life• Pre-Retirees within 5 years of retirement• Widows / Widowers You are invited to visit our website for more information. www.myccmi.com
Creative Capital Management Investments Llc (Ccmi)
View- Employees:
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Fee-Only Financial AdvisorCreative Capital Management Investments Llc (Ccmi) Nov 2015 - PresentGreater San Diego Area -
Manager, Financial Planning & AnalysisUtc Aerospace Systems Oct 2013 - Oct 2015 -
Team Leader, Program Finance - Boeing 787 ProgramUtc Aerospace Systems Apr 2012 - Oct 2013 -
Financial Analyst - Boeing 787 ProgramGoodrich Aerostructures Sep 2010 - Mar 2012 -
Financial Analyst - Business PlanningGoodrich Aerostructures Aug 2007 - Sep 2010 -
Financial AnalystGoodrich Actuation Systems France Sep 2005 - Aug 2007 -
Consolidations AccountantGoodrich Corporate Sep 2003 - Sep 2005 -
Experienced AssociatePricewaterhousecoopers Aug 2002 - Sep 2003
Kim Benson, Cfp®, Cpa, Ceft® Skills
Kim Benson, Cfp®, Cpa, Ceft® Education Details
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Accounting / Minor In Legal Studies
Frequently Asked Questions about Kim Benson, Cfp®, Cpa, Ceft®
What company does Kim Benson, Cfp®, Cpa, Ceft® work for?
Kim Benson, Cfp®, Cpa, Ceft® works for Creative Capital Management Investments Llc (Ccmi)
What is Kim Benson, Cfp®, Cpa, Ceft®'s role at the current company?
Kim Benson, Cfp®, Cpa, Ceft®'s current role is Fee-Only Financial Advisor.
What is Kim Benson, Cfp®, Cpa, Ceft®'s email address?
Kim Benson, Cfp®, Cpa, Ceft®'s email address is me****@****ail.com
What schools did Kim Benson, Cfp®, Cpa, Ceft® attend?
Kim Benson, Cfp®, Cpa, Ceft® attended Bryant University.
What skills is Kim Benson, Cfp®, Cpa, Ceft® known for?
Kim Benson, Cfp®, Cpa, Ceft® has skills like Auditing, Variance Analysis, Cpa, Sap, Accounting, Cash Flow, Cost Accounting, Financial Planning, Financial Modeling, Forecasting, Managerial Finance, Fluent In French.
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