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Money Matters
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CCMI Named One of the Top Ten Wealth Managers in San Diego

27 Feb 2018 by: Brian Matter 

For the fourth consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego, California” by Advisory HQ News Media (AHQ).

 

AdvisoryHQ’s reviews and rankings are 100% independently researched and written. CCMI does not pay for any rankings or awards from AdvisoryHQ or any other ranking companies or services.

The following link will take you to the full article on AdvisoryHQ:

https://www.advisoryhq.com/articles/best-san-diego-wealth-managers-and-advisors/

This link will take you to the methodology that AdvisoryHQ uses when selecting the top advisor firms:

https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/




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.
How can we help you?

As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® designee, a Certified Exit Planning Advisor®, and a business owner, Brian specializes in helping business owners navigate their financial lives. In addition to his role as principal and owner, Brian guides clients in investment selection, risk management, estate planning strategies, succession plans, retirement options, and generational wealth planning and also serves as CCMI’s Chief Compliance Officer.

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