At the Firm CCMI’s charity of the year is Monarch Schools, which supports K–12 students who do not have permanent housing. The CCMI team (pictured)…

Imagine this: you’ve just received a raise at work. Or, perhaps you’ve finally eliminated a high-interest debt payment. Extra cash flow doesn’t just provide financial…

Key Takeaways: Common among biotech professionals, RSUs are a form of equity compensation that represents actual shares of a company’s stock.  Before vesting, your company…

Brian participated in interviews for LEAD San Diego’s IMPACT program, of which Brian, Matt, Kim, and Tina are all graduates. He was on a committee…

If you’re a high-earning RTX executive, you may have company benefits and equity compensation that add a layer of complexity to your finances. Knowing how…

The One Big Beautiful Bill Act (OBBBA) introduced several permanent and temporary provisions that may impact retirement planning in the next few years. While there…

Key Takeaways: Begin Planning Early: One in five self-employed workers isn’t saving for retirement, with 34% only saving “from time to time.” We recommend beginning…

At the Firm Brian attended Bob Veres’ Insider’s Forum in New Orleans to learn the latest trends in the wealth management industry. One of CCMI’s…

As financial advisors in San Diego, with its numerous large corporations, biotech startups, and healthcare companies, we often see business owners and executives holding restricted…

At the Firm The CCMI team threw a surprise baby shower for team member Joe and his wife Kendra, with their son Zo joining in…