Money Matters

CCMI Named Among 12 Best Financial Advisors and Wealth Management Firms in San Diego for Sixth Time

10 Dec 2020 by: Brian Matter  , ,

AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This is our sixth year in a row to receive the accolade having been included in their list annually since they started the recognition in 2015. We are thrilled for all this means for our team and the clients we serve in San Diego!

We love our community and take seriously the fiduciary charge to provide excellent service to our clients. This recognition from AdvisoryHQ highlights the work we have put in on behalf of our clients.

AdvisoryHQ uses a methodology that is objective and top-down. AdvisoryHQ’s methodology includes examination of a firm’s fiduciary duty, independence, transparency, level of customized service, scale of innovation, and fee structure as part of the evaluation criteria.  AdvisoryHQ’s reviews and rankings are 100% independently researched and written.  CCMI does not pay for any rankings or awards from AdvisoryHQ.   

AdvisoryHQ described us as having “a unique, sophisticated approach that feels like home.”

Thank you, AdvisoryHQ, for this recognition. And thank you to our team, which steps up every day to live up to this level of accolade. 

Important Disclosures:

About the “12 Best Financial Advisors in San Diego, CA 2020-2021 Ranking” – CCMI was ranked with 11 other investment advisory firms located in San Diego, CA.  The 12 firms on the AdvisoryHQ ranking list were not ranked from 1 to 12, so it should not be assumed that we were ranked as any specific number.  Also, the stars in the recognition emblem do not represent any type of ranking or rating so it should not be assumed CCMI received any star rating.  For more information about the ranking methodology, please visit the website here.

Third party rankings and recognition from ratings services, or publications, are based on specific criteria and do not provide a guarantee that the firm’s investment advisory services will be beneficial to any investor or that a client will experience a high level of performance or positive returns on their investments.  Rankings and ratings should not be construed as an endorsement of the advisor by any client and should not be considered representative of any one client’s evaluation. 

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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