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.

We’re thrilled to announce CCMI has been named a finalist for the 2024 Torch Awards for Ethics by the Better Business Bureau (BBB) Serving the…

CCMI has been named one of the top registered investment advisors (RIAs) by Worth magazine on its 2024 Worth Leading Advisors list. According to the…

Whether approaching retirement or not yet ready to retire, all entrepreneurs reach a juncture where they ask, “Should I sell my business?” We often guide…