brian matter, CFP®, CPWA®️, CEPA
PRINCIPAL
As a principal and owner of CCMI, Brian Matter is committed to partnering with clients to help reach their goals and be a forward-thinking leader to our CCMI team. As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® designee, and a Certified Exit Planning Advisor® he specializes in helping business owners navigate their financial lives — including investment selection, risk management, estate planning strategies, succession plans, and retirement options. As a business owner who went through a successful business transition when purchasing CCMI in 2017, Brian is uniquely positioned to share insights with other business owners. As a husband and father, he understands our clients’ need to design plans that secure and protect their family’s future, as decisions made today often affect multiple generations of wealth. Brian also serves as our Chief Compliance Officer.
Brian joined CCMI in 2010 after previously working as a Senior Manager on the Advisory Services team at Ernst & Young LLP. He earned a B.S. in business management at Brigham Young University.
Brian is passionate about giving back and being involved in his community. He can regularly be found volunteering at sports fields, at his church, or in the community with his Rotary Club — and his community service and professional affiliation “resume” includes:
“IT’s a special work, and we want our clients to know that they have someone who cares for them and is on their side.”
Brian and his wife Nikki have three kids — Emma, Kainoa, and Kekoa. They enjoy traveling, hiking, surfing, sports, and camping, especially through various national parks. He’s always looking for their next adventure.
2024 Year-End Tax Planning for Business Owners
As we quickly approach the end of the year, business owners may have additional opportunities to reduce their tax liability, save more, and position themselves…
How Presidential Elections and Economic Policy Impact Investors
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CCMI Named Winner of 2024 Better Business Bureau Torch Award for Ethics in San Diego County
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…
