Money Matters


27 Jun 2023 by: CCMI 

At the Firm 

As announced in last month’s Out & About, the CCMI team will be moving offices. The new office is being built out and is about 65% complete. We look forward to welcoming clients to the new office space later this year!

Brian has spent a lot of time recently focusing on compliance requirements. Between current and new regulations, there is always more to do to stay compliant. Fortunately, we have good systems in place and continue to look to improve them and make them more efficient. 

Matt represented CCMI at the 10th annual Junior Achievement (JA) Golf Tournament, an event the firm was proud to sponsor. The tournament raised money to support JA, where Matt is a board member, as the organization looks to expand its programming throughout San Diego County to promote financial literacy and career paths for kids.

Kim attended the FPA NorCal conference in San Francisco in late May. She heard from many great speakers and networked with fellow financial advisors while learning about topics from preparing for elder care to rebalancing portfolios. Kim enjoys staying up to date on all things financial planning!

As we approach the midpoint of the year, Tina remains fully engaged in assisting clients with their financial plans and investment strategies. She attended a North County Estate Planning Council meeting to hear a presentation on current developments in real estate and succession planning. Her ongoing commitment ensures clients receive informed guidance tailored to their unique financial goals.

On the Home Front

The Matter family is excited that school is out for summer and sports have slowed down!  Emma, Kai, and Koa will all be participating in various camps throughout the summer and look forward to making new friends and building new skills. Brian and Nikki look forward to longer days, enjoying the beach, and (they hope) warmer weather!

Matt celebrated his birthday with his family and some close friends by taking the train up to Orange County to try a highly rated Texas-style BBQ restaurant, which lived up to the hype.  He also went to two Padres games in June, one with his son Jacob, who had a great time trying to dance his way onto the jumbotron.

Kim and Tyler traveled to San Francisco prior to Kim’s conference and enjoyed the city mostly on foot. One day they got in over 30,000 steps walking back and forth across the Golden Gate Bridge, up Coit Tower, and all around the city. They ate good food and stopped by The Buena Vista for its famous Irish coffee. They also took a ferry to Larkspur to spend an afternoon with their friends who live there. Overall it was a great long weekend trip!

Tina and Dave celebrated their wedding anniversary on June 11 reminiscing about the fun-filled weekend 29 years ago when they tied the knot. They also enjoyed the start of the casual “beer can” sailboat races on weekday evenings at SDYC. These popular races got their name from the beer cans that were used to mark the racecourse back in the day. The tradition spread to yacht clubs across the country and while race officials have become more organized over time, the races still maintain a fun and informal spirit that is still enjoyed today—which is Tina’s kind of race. Tina also got to spend some quality time with girlfriends in Palm Springs. The warmth and sunshine were a bonus!

Monica was busy in June with birthdays, graduations, and Father’s Day. She and her girlfriends spent a weekend in Palm Springs celebrating her sister’s “60 and Sunny” birthday! They went shopping, sunbathing, and swimming. Monica celebrated two high school graduations and one PhD graduation. She is so proud of all the graduates and their accomplishments. Cole made it home for a quick visit for Father’s Day, which was a special treat for Mike and Monica!

It’s been a quiet month for Abby but she did manage to do an overnight stay in Palm Desert over the Memorial Day holiday, in an attempt to chase the sun. It was a success, as the sun only appeared as she arrived. It was perfect weather, and she really enjoyed the day at the pool, lounging around, and going out for a nice dinner. Abby loves gardening so everything she has is starting to thrive in full bloom; she spends a lot of time tending to the garden in her spare time.

The Hurley family enjoyed the Skate for Kids event for Olivia’s school. Both girls are improving their skateboarding skills with Mike. Olivia was excited to receive a ribbon for her radish plant entered at the San Diego County Fair, especially since it was accidentally dropped right before being judged! After a busy end of the school year, the Hurleys headed to Palm Desert for some much-needed relaxing poolside in the hot sun.

This month, the Willifords didn’t have any big plans. They mostly spent their time at different parks and letting Ansley explore new places. The only exciting event was that Katie’s Grandpa turned 99 and they celebrated him by taking him to his favorite restaurant, Anthony’s Fish Grotto. They ate outside and enjoyed one of the few afternoons with nice weather. While the family enjoyed the birthday celebration, Ansley was much more interested in the ducks. 

New CCMI team member Alana Hall is from a small town south of Seattle. May was a very busy month for her. Her mom flew in from Seattle for a weekend to soak up the sun and take a breakfrom the Washington gloom. Alana and her sister took her to Julian for a hike and Alana had her first Julian apple pie! Alana vacationed in Papagayo, Costa Rica with her sister, spending the entire time snorkeling, surfing, and drinking coffee. She studied Spanish in 2016 during her study abroad in Barcelona so she was excited to practice her Spanish again and quickly became her sister’s translator. Alana also attended the outdoor symphony with her friend where Rachmaninoff was performed. She loves that San Diego has an outdoor venue like Rady Shell; concerts like that would only be available in July back in her rainy hometown! Learn more about Alana in in her bio.

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.
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