Karley Benson
Financial Planner at Creative Planning | Kansas City, Missouri, United States
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Karley Benson is a dedicated Financial Planner at Creative Planning, where she plays a vital role in delivering comprehensive wealth management solutions tailored to each client's unique financial goals. Leveraging her strong organizational skills and expertise in strategic communications, Karley collaborates closely with a team of seasoned professionals to develop customized financial plans that encompass investment management, retirement planning, tax strategies, estate planning, and charitable giving. Her approach emphasizes a holistic view of clients’ financial landscapes, ensuring that each plan aligns with their long-term objectives and risk tolerance.
At Creative Planning, Karley is actively involved in key projects that focus on optimizing client portfolios through data-driven investment strategies and innovative financial solutions. Her proficiency with CRM tools like Salesforce.com enhances her ability to manage client relationships effectively, providing personalized service and timely updates. She also contributes to the firm’s efforts in educating clients about complex financial concepts, fostering trust and transparency.
Karley's diverse background, including experience in customer service, team leadership, and strategic communications, enables her to build strong client relationships and communicate complex financial information clearly. Her expertise extends beyond traditional financial planning, incorporating insights into charitable planning and retirement plan consulting, which are integral to the firm’s comprehensive service offerings. With a keen eye for detail and a passion for helping clients achieve financial security, Karley Benson continues to make a meaningful impact at Creative Planning, guiding clients through their financial journeys with professionalism and integrity.
Financial Planner at Creative Planning in June 2022 to Present
Marketing Staff at Scoular in January 2020 to January 2021
Tennis Instructor at Genesis Health Clubs in January 2019 to January 2021
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Kansas Wesleyan University, Bachelor of Arts - BA, August 2026
Kansas Wesleyan University, Bachelor of Arts - BA, August 2026
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Financial Planning
Organization Skills
Salesforce.com
Financial Services
Teamwork
Customer Service
Restaurant Operations
Direct Sales
Bartending
Employee Training
Accounting
Microsoft Excel
Transaction Management
Administrative Assistance
Document Management
Team Leadership
Scheduling Management
Sports Coaching
Tournaments
Strategic Communications
Presentations
Marketing Strategy
Business
Microsoft Office
Customer Relationship Management (CRM)
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Discover more about Creative PlanningWhat is Karley Benson email address?
Email Karley Benson at [email protected] and [email protected]. This email is the most updated Karley Benson's email found in 2026.
How to contact Karley Benson?
To contact Karley Benson send an email to [email protected] or [email protected]. (updated on May 29, 2025)
What company does Karley Benson work for?
Karley Benson works for Creative Planning
What is Karley Benson's role at Creative Planning?
Karley Benson is Financial Planner
What is Karley Benson's Phone Number?
Karley Benson's phone (316) ***-*286
What industry does Karley Benson work in?
Karley Benson works in the Financial Services industry.
Karley Benson Email Addresses
Karley Benson Phone Numbers
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