CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified Financial Planners, Brian Matter and Matt Showley will carry on the firm’s tradition of providing personalized fee only financial services for business owners, professionals and families. To learn what Brian and Matt enjoy most about their work with our extraordinary clients, watch their video…
CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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