Managing Partner


Mr. Bennett is a Certified Financial Planner™ professional (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary™ (AIF®) and Managing Partner of c5 Wealth Management, LLC.  He holds a MS in Finance, with Honors, from Indiana University, Kelley School of Business and a BA, with Honors, from the University of Florida.  Mr. Bennett is currently pursuing his PhD in Financial Economics from SMC University. He has also completed the Advest Institute's advanced program on portfolio analytics at Harvard University. Mr. Bennett is a member of Beta Gamma Sigma Honor Society, the highest academic Honors recognition a business student anywhere in the world can receive in a graduate business program accredited by AACSB International.

A native Washingtonian, Mr. Bennett has over twenty years of wealth management experience. He is an elected member of the Washington D.C. Estate Planning Council and a member of the Financial Planning Association.  Mr. Bennett currently serves on the Investment Committee for the Langley School.  He previously was on the Board of Trustees for Capital Hospice as well as the Finance and Planned Giving Advisory Committees.  He also was the past Chairman of the Investment Committee for Capital Hospice. Additionally, he has served on the Planned Giving Development Committee for INOVA Fairfax Hospital for Children.

He and his business partner, Stan Corey, were recognized in 2009 by Boomer Market Magazine as The Advisors of the Year.  He was recently recognized by Washingtonian magazine as a Top Financial Advisor and Kiplinger's Personal Finance Magazine, the Journal of Accountancy and the American Bar Association Journal recognized him as Who's Who of Virginia Certified Financial Planner™ professionals.  He is a current contributor to the Rydex | SGI Advisor Benchmarking Index and Boomerater.com.  He is quoted often in the press, has been featured on CNNRadio.com and has contributed to various publications such as U.S. News and World Report, Advisor Today, Dow Jones News, Financial Advisor Magazine, Financial Planning Magazine, Investment News, The Washington Business Journal, The Washingtonian and The Washington Times.

Mr. Bennett resides in Great Falls, Virginia with his wife and twins. In his free time, he enjoys playing and coaching sports with his children, reading non-fiction and playing an occasional round of golf.

 

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