divider
Money Matters
divider

Tales of Good News – June 2020

30 Jun 2020 by: Brian Matter 

San Diego local and skateboard legend, Tony Hawk, and Georgia-based FedEx driver, Mikail Farrar, were able to spread some cheer to two youngsters last month.

Six-year-old Cooper Morgan stopped FedEx driver Mikail Farrar and asked him for a favor. Cooper wanted Mikail to send his skateboard to Tony Hawk, who is a legend in the skateboarding world. Read this article by Francesca Giuliani-Hoffmann to see how Mikail used social media to connect with Tony Hawk and what Tony did after receiving the message!




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.

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

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…

The Exit Planning Institute recently published its 2025 State of Owner Readiness Report,1 which assesses how exit planning varies across different generations. We’ve worked extensively…