CCMI Named Among the Nation’s Top RIAs by Worth Magazine

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 magazine’s website, “the Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors” to help clients make more informed wealth decisions. Worth’s methodology includes criteria such as having over $500 million in assets under management, working predominantly with high-net-worth clients, a focus on financial planning, and operating independently from broker-dealers to ensure unbiased advice.

We’re thrilled to be named alongside such esteemed firms nationwide. This acknowledgment underscores our commitment to helping high-net-worth clients navigate unique challenges and feel more secure in their financial journey.

To view the complete list and learn more about the recognition, please visit: https://worth.com/leading-advisors/top-registered-investment-advisor-firms/

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at https://myccmi.com/important-disclosures/

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 PLANNER^TMprofessionals who act as fiduciaries, which means our clients’ interests always come first.
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About the author Brian Matter, CFP^®️, CPWA^®️, CEPA

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.