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.

Affiliations & Shared Values
Who We Serve
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We understand our client’s individual circumstances and provide recommendations tailored to their needs. We work best with clients in the following profiles:
Business Owners
and Executives
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Professionals and Growing Families
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Women Working Through a Life Changing Event
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Approaching Retirement and Recently Retired
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Why CCMI?

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A SOPHISTICATED APPROACH THAT FEELS LIKE HOME

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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