Money Doesn’t Come with Instructions
Trusted and responsible fee-only financial advice to serve you and your family for a lifetime. When you partner with our San Diego-based team, you’ll receive our blend of time-honored best practices and modern innovation.
Why CCMI?
CCMI has been committed to the success of our clients for over 40 years. We do so by building meaningful relationships with our clients that allow us to build personalized plans to address each individual’s needs and challenges. Our team’s disciplined approach and fresh insights uniquely position us to help our clients find peace of mind at any stage in life. Our dedication to continuous learning coupled with data-driven strategies empower our clients to make better decisions for both themselves and their families.
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At the Firm Brian attended the Schwab IMPACT 2024 conference in San Francisco. One of CCMI’s core values is “We hold ourselves accountable,” which means…
With Donald Trump’s presidential election victory, the country is watching to see what will begin the fifth year of the Trump administration. His campaign emphasized…
If you’re a young professional starting a business or even a seasoned entrepreneur, you know how the excitement of diving into something new can sometimes…
High inflation over the last few years has caused many retirees and pre-retirees to be concerned about outliving their savings. With shifting market conditions, increasing…
At the Firm The CCMI Team was excited to be named the winner of the 2024 Torch Awards for Ethics by the Better Business Bureau…
