Kent Thompson, CFP®, MSFS
Financial Advisor



8816 Six Forks Road, Suite 301
Raleigh, NC 27615


(919) 719-3824

My Qualifications

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 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

Personal Qualifications
Board of the Triangle Chapter of the Financial Planning Association (FPA), Past
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