We’re thrilled to announce CCMI was named a winner of the 2024 Torch Awards for Ethics by the Better Business Bureau (BBB) Serving the Pacific Southwest. This honor is awarded to businesses based on a display of outstanding commitment to ethics and trust by illustrating the character of their leadership, an authentic culture, how they prioritize customer relationships, and the impact they’re making in the community.
“This recognition aligns with our core values of serving our clients and community with transparency and trust,” said CCMI Principal and owner Brian Matter. “It reflects our clients’ trust, team’s dedication, and unwavering commitment to integrity.”
Nominated by a client and later named a finalist, CCMI was asked to submit an application and answer questions. They were interviewed by an independent panel of volunteer community leaders, following criteria established by the International Association of Better Business Bureaus.
The panel chose six winners based on four key categories — character, culture, customers, and community.
We’re truly honored to stand alongside other local businesses committed to ethical practices, and we are grateful to our clients, team, and the BBB for their ongoing support!
Learn more about the award here.
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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