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Kent Thompson, CFP®, MSFS

Kent Thompson, CFP®, MSFS

Financial Advisor


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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


· 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


· 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