Money Matters


28 Oct 2022 by: CCMI 

At the Firm

CCMI hosted a webinar with Michael Townsend, Schwab’s Managing Director of Legislative and Regulatory Affairs. He shared his insights on the upcoming elections, impacts from already-passed legislation, and other areas investors should be aware of when it comes to Washington, D.C. It was a great session. Reach out for a link to the video if you missed it!

As part of holding ourselves accountable, we seek continual learning. To that end, Brian, Tina, and Sheila attended the Financial Planning Association San Diego Symposium in September, where they heard from various experts on financial planning- and investment-related topics. Brian also attended the Insider’s Forum in Salt Lake City, which is designed for executives to learn about trends and issues impacting financial planning practices.   

CCMI has started preparations for converting from its current CRM to a new more dynamic CRM. The team is working hard to review the data and begin the conversion process.  

Matt Showley attended the first in-person Scripps Gift Planning Advisory Board meeting post-pandemic, where the group discussed the next decade of capital campaigns for the various Scripps locations in San Diego as well as the many difficulties hospitals are experiencing post-COVID.

Kim attended the Estate Planning Council’s fall mixer and enjoyed seeing friendly faces and new faces after a break over the summer. She also attended the NAWBO Brava awards and was inspired by all the women business owners she met and presentations she heard. Brian Smith, the founder of UGG, spoke to the group and it was interesting to hear how he got the brand launched and his life lessons, including exploring your “goosebump moments.”

Tina assisted with rebalancing client accounts at the beginning of October.

On the Home Front

Matt Showley enjoyed his 17th annual golf trip with a group of college friends. This year, Matt brought home the trophy from Dallas, which is now placed in a corner of his office since it was too hideous to keep at home. It was a great trip and now Matt gets to select where the group will go next year.

The Matter family has been spending most of its free time at a sports field. Practices five nights during the week and games on the weekend leave little time for other activities during this season. Brian and Nikki were able to sneak away for the afternoon on Nikki’s birthday and enjoy paddle boarding in Mission Bay followed by sampling of delicious desserts at Azucar in Ocean Beach. It was a beautiful day and nice to be on the water to celebrate!

Kim and Tyler attended the annual Harvest for Hope event, sponsored by the Emilio Nares Foundation, which helps underserved children with cancer. Kim was in a friend’s wedding in late September and enjoyed helping make it the perfect day! Kim and Tyler celebrated their 10-year wedding anniversary in early October with a staycation in Encinitas.

A personal highlight this month for Tina and Dave was sailing in the Beneteau Cup Regatta hosted by the San Diego Yacht Club. They crewed on Odyssea, a 45-foot Oceanis sailboat. The team finished in first place on Sunday and second place overall for its class. Tina and Dave also went to Park City, Utah for a milestone birthday celebration for Tina’s brother. Tina’s six siblings and their significant others all attended. The group had fun golfing, biking, hiking, and even rented ATVs to explore the Wasatch Mountains.

Fall Saturdays for Monica continue to include college football. She attended two more SDSU Aztec games with friends—both were wins! She is enjoying the new stadium and trying new food items each time she visits. Sundays, the Larsons cheer for the Green Bay Packers and whoever the boys have on their fantasy football teams. Monica is preparing for Halloween by decorating her house and making treats. Of course, she is also trying to organize the team Halloween costume!

Abby is having a busy year with travel, and in October went to Puerto Vallarta for a few days for a friend’s 50th birthday celebration. Visiting this location in Mexico for the first time didn’t disappoint. It was authentic and beautiful to Abby, and she would visit again.  Abby also attended her friend’s yearly Halloween gathering, where the neighborhood does it up with a haunted house, games with prizes, food, and fun for kids and adults. Abby enjoys this time of year and the holiday season, as it’s always a fun time to bake and enjoy the gatherings with family and friends.

Sheila, John, and Anastasia are enjoying the weather and getting out to enjoy fall! They have been going to fun outdoor birthday parties for Anastasia’s friends and got the opportunity to try Oma’s pumpkin patch for the first time. In the evening, they go on “spooky walks” to see all the decorations in their Normal Heights neighborhood and Anastasia is looking forward to being a black cat this Halloween.

Jessica spent time with family visiting from out-of-state and they celebrated her grandmother’s 85th birthday together. She started to volunteer at Gigi’s school for “Snunch” (snack/lunch/recess) supervision and realized it’s a lot of fun! She is also helping with both girls’ schools’ Halloween festivities by constructing a Haunted Hallway and working at a Spooky Cake Walk. Olivia and Gigi decided to dress as witches for Halloween, so Jessica sewed their costumes. Mike has also joined in the fun by reading the first chapter of Harry Potter and the Sorcerer’s Stone to Olivia’s second grade class in a full Professor Dumbledore costume!

This month, the Willifords celebrated a milestone first birthday. Katie wanted to do a small get-together but was outvoted by Ansley’s grandma, Dawn, and dad, Ben. The party was quite large, and Ansley enjoyed destroying her “smash” cake and eating handfuls of it. Other happenings of the month included catching up with old friends. One outing included walking with a friend Katie has known since kindergarten. During said walk, Ansley joined the conversation with her babbling and pointing at every dog they passed.


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?

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

At the Firm Brian, Matt, and Kim spent a day offsite for CCMI’s quarterly business planning meeting. The partners review the accomplishments from the previous…

At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports.  The rebalancing process generally involves all four…

At the Firm The CCMI team enjoyed lunch at Din Tai Fung to celebrate Tina and Katie’s birthdays, which both take place this quarter. The…