Money Matters

Brian Matter Earns New Designation

22 Feb 2021 by: Brian Matter  ,

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he is a Certified Exit Planning Advisor (CEPA). Earning this designation reflects the proactive dedication all our advisors have to improve their skills and provide the very best to our business-owning clients. 

Here’s a bit more about what CEPA certification means and why we’re so proud of Brian earning it:

1. Business Owner/Entrepreneur Focus

The differentiating aspect of the CEPA certification is its focus around cross-functional consulting and value acceleration to help business owners prepare for the eventual transition of their business. Often an entrepreneur’s business is their largest asset, so helping them position it to maximize the amount they keep upon their exit can make or break their financial plan. Over the course of his education for this certification, Brian learned more about strategies to meet the unique needs of business owners/entrepreneurs and how to serve them well—as they will all eventually exit their business in some form.       

2. Complex Factors

Business owners’ financial lives often come with a host of complexities.  The CEPA certification emphasizes the alignment of business, personal, and financial goals that help owners navigate those complex factors.  Combining the knowledge gained through the CEPA designation with his other designations, Brian is even more poised to help entrepreneurs navigate these tricky scenarios in ways that help them achieve their long-term goals and realize the value from their business.

3. Commitment To Clients 

At CCMI, we are dedicated to lifelong learning. We are constantly looking for ways to better serve our clients. We are proud of Brian for going through the CEPA program, which is an executive MBA-style format education program to teach the concepts and skills of exit planning. Brian proved his proficiency in the coursework by completing the certification exam, showing he understands the unique needs of business owners. We will continue this commitment to bringing our clients the latest and the best. 

Congratulations to Brian for earning his CEPA designation and joining an elite group of business advisors who have received this designation and are part of the Exit Planning Institute’s international community of CEPAs. We are thrilled to add this level of expertise to clients to enhance our ability to guide them through the exit planning process.

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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