Kathleen Benjamin, CFP®, CPA
Chief Financial Officer/Advisor
Kathleen Benjamin, CFP®, CPA joined Brotman Financial Group as a principal in 2015. She possesses more than 25 years of corporate and financial planning experience, and has a strong niche working with physicians and medical practices. Before joining Brotman Financial Group, Ms. Benjamin owned her own single-planner firm, Benwood Financial Group, in Cincinnati, Ohio.
Ms. Benjamin provides individuals and families with multi-generational planning that includes wealth accumulation and preservation, college planning, estate planning, and helping to achieve a secure retirement. She understands the importance of taking a comprehensive view of a client’s total financial situation and providing understandable solutions to complex financial issues. She works alongside her clients to assess current finances, define future goals, and then develop a coordinated strategy to help meet those goals. She collaborates with the other members of her clients’ advisory teams, including their CPAs and attorneys.
Ms. Benjamin received her degree from The Ohio State University majoring in Accounting and Finance. She earned her Certified Public Accountant (CPA) certification in 1992 and her CERTIFIED FINANCIAL PLANNERTM certification in 2005. Ms. Benjamin is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
When not working with clients, she enjoys volunteering and has accepted numerous invitations to hold leadership positions within the industry, including serving as a Trustee on the Board of the Million Dollar Round Table Foundation.