CONNECT

Address:

Phone:

Kent Thompson, CFP®, MSFS

Kent Thompson, CFP®, MSFS

Financial Advisor

My clients choose to work with me because of my knowledge, integrity, and commitment to helping people make good financial decisions. What this means to you is that in a world where we’re overwhelmed by information, I am here to help you make sense of it all. The real benefit to you is that I can help take you from a position of uncertainty to a feeling of clarity and confidence in knowing what you are doing, why you are doing it, and how it can help you in the future.

 

Professional Services

· Investments

· Social Security Planning

· Retirement Income Strategies

· Products and Services for Retirement Planning

· Managed Accounts

· Life Insurance

· Long Term Care Insurance

· Personal and Business Insurance

 

Professional Qualifications

· CERTIFIED FINANCIAL PLANNER™ Practitioner

· Master of Science Degree in Personal Financial Planning, College of Financial Planning

· FINRA Series 63 Securities License

· FINRA Series 65 Securities License

· FINRA Series 7 Securities License

· Life/Health  Insurance Licensed

 

Personal

· Board of the Triangle Chapter of the Financial Planning Association (FPA), Past Chairman

· Rotary Club of Raleigh, Past President

· Rotary Club of Cary, Secretary

· Wake Tech Foundation Board, Member

· Adult Care Home Community Advisory Committee, Guardian ad Litem

· He and his wife, Sandra, spend the majority of their time with their children, Rich and Meredith, and two granddaughters, Carlee and Ava

 

Phone (919) 719-3824