Kathleen Benjamin, CFP®, CPA is the Chief Integration officer at The Pacific Bridge Companies. Kathleen is passionate about expanding and growing the field of financial planning, seeing other advisors as partners in helping more individuals reach financial independence. After beginning her financial career in the corporate world, Kathleen proudly followed in her father’s footsteps beginning her own financial planning practice in Ohio and later purchasing his, Benwood Financial Group, which she merged with her own. Kathleen later retired from the firm and established her own consulting company focused on working with primarily financial advisory firms by providing strategic financial and operational consulting to strengthen overall practice management.
An 18-year Qualifying and Life Member of the Million Dollar Round Table with 3 Court of the Table and 6 Top of the Table qualifications, Kathleen has served on several MDRT and TOT boards and often presented to its members. Her leadership roles within MDRT have enabled her to give back to the community and the profession in addition to the speaking engagements within the industry and publications to help advance the education of her fellow advisors and the public.
Kathleen holds a Bachelor of Science degree in Business Administration, Accounting and Finance from The Ohio State University. During her time there, she joined Delta Sigma Pi, the nation’s leading co-ed professional business fraternity, through which she cultivated her passions for service, philanthropy, and ethical leadership. In 1992, Kathleen earned her Certified Public Accountant (CPA) certification, followed by her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2005. When she isn’t at the office or meeting with clients, Kathleen can be found in the kitchen, playing golf or tennis with her husband, or visiting her two sons.