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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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…
As we quickly approach the end of the year, business owners may have additional opportunities to reduce their tax liability, save more, and position themselves…
Open Enrollment is a critical period for employees to make key decisions about their healthcare benefits for the upcoming year. Based in San Diego, the…
With political elections more polarized in recent years, it’s understandable some investors might feel uneasy about how the 2024 presidential outcome will impact their portfolio….
