divider
Money Matters
divider

CCMI Named As One Of The Top Wealth Managers In San Diego

11 Apr 2019 by: Matt Showley 

For the fifth consecutive year, CCMI has been named one of the “Top 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?

Matt Showley is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Estate Planner®️ who advises individuals, families, and business owners on portfolio management, financial planning, tax and estate planning, real estate, cash-flow modeling, and education planning. In addition to his role as principal and owner, Matt continues to oversee the firm’s operations and work with new and existing clients. Matt joined CCMI in 2006 and has contributed significantly to the firm’s wealth management and financial planning processes and client relationships.

More by this Author
Below are additional articles written by this author.

High inflation over the last few years has caused many retirees and pre-retirees to be concerned about outliving their savings. With shifting market conditions, increasing…

As you approach retirement, you’ve likely considered whether you have enough savings, developed an efficient withdrawal strategy, and thought about travel and hobbies you’ll pursue…

As you embrace retirement, crafting an estate plan is pivotal to protect your legacy, assets, and loved ones’ futures. An estate plan is essential to…