Financial Planning & Investment Management
for San Diego Business Owners, Executives, and Families
Trusted, fee-only financial advice designed to serve you and your family for a lifetime. Our San Diego-based team blends time-honored financial planning principles with modern innovation to help business owners, executives, RTX employees, and families confidently navigate life’s important financial decisions.
Money Doesn’t Come with Instructions
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.
Divider
Divider
divider
At the Firm It was a busy October as the CCMI team completed quarterly rebalancing and compiled quarterly reports to send to our clients. The…
Running a business means playing many roles, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…
Retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. Since these situations may feel concerning, especially…
At the Firm The CCMI team enjoyed a Spanish tapas lunch out of the office to celebrate the third quarter birthdays: Brian, Monica, Jessica, and…
As an RTX employee or tech professional, restricted stock units (RSUs) may be part of your executive compensation package. Understanding how to manage your RSUs…
