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 PLANNER^TMprofessionals who act as fiduciaries, which means our clients’ interests always come first.
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About the author Matt Showley, CFP^®️, AEP^®️

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.