Madison Bennett, CFP®, CFT-1™
Role at The Consulate:
A crucial part of my role at The Consulate is working directly with clients to serve their needs and ensuring they are aligned with their long-term financial goals. I specialize in tax planning, estate planning, investment planning, and retirement planning. Another aspect of my job is mentoring Financial Consulate’s interns during their time with the firm.
I earned my bachelor’s degree in Business Administration with a concentration in Finance from Towson University. In March 2020, I became a Certified Financial Planner™ and in 2022, I earned the Certified Financial Therapist I™ designation.
Favorite Financial Topic to Discuss with Clients:
My favorite financial topic to discuss with clients is the goals they have for their own financial future. I enjoy looking at the big picture of what clients hope to achieve and then assisting with the details of how they will get to their desired outcome.
Outside the Office:
My parents shared their love of cooking with me and now it is something I love doing too. Italian dishes are my favorites to make and it is a great way for me to spend time with my family and enjoy great food!