Author Archive

Get to Know You: Meet CCMI Advisor Tina Vieregg

The career of CCMI advisor Tina Vieregg CFP®, BFA™, has been a journey that has refined her skills, client relationships, and perspective on what gives…

OUT & ABOUT – SEPTEMBER 2022

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

OUT & ABOUT – AUGUST 2022

At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

Three Topics Retirees Should Discuss Before Returning to Work

Retirees Returning to Work: Have You Considered These Three Factors? A second-act or encore career is a common pursuit of retirees or near-retirees following decades…

Get to Know You: Meet CCMI Advisor Matt Ryan

CCMI Advisor Matt Ryan, CFA, CFP® loves helping clients make smart financial decisions so they can comfortably pursue their passions with the peace of mind…

Out & About – July 2022

At the Firm CCMI hosted our compliance attorney from New Jersey for a mock audit. While there are always areas to improve upon, the attorney…

Get to Know You: Meet CCMI’s Principal and Owner, Brian Matter

Brian Matter, CFP®, CPWA®, CEPA, principal and owner of CCMI, is committed to being a lifelong partner with CCMI clients through all their highs, such…

Out & About- June 2022

At the Firm The CCMI team hosted a webinar with cybersecurity expert Jim Stickley. The event was well attended and Jim came through with good…

Top Cybersecurity Threats and Vulnerabilities

San Diego cybersecurity expert Jim Stickley joined CCMI clients and guests on June 2 to share best practices to keep our online information safe. Jim…

Out & About – May 2022

At the Firm Brian attended presentations on the Neuroscience of Success by Tayna Chernova and a presentation on Post-COVID Culture Building by Garry Ridge, the…