At the Firm Brian attended Bob Veres’ Insider’s Forum in New Orleans to learn the latest trends in the wealth management industry. One of CCMI’s…

At the Firm The CCMI team threw a surprise baby shower for team member Joe and his wife Kendra, with their son Zo joining in…

At the Firm Brian attended a PIMCO Municipal Bond Due Diligence meeting at its local office in San Diego to understand PIMCO’s current view on…

At the Firm The CCMI team spent a day at the Scripps Seaside Forum for our annual business planning day. We talked through areas of…

At the Firm The CCMI team has been hard at work fine tuning their trading platform. Joe on the team has been working on customizations…

We’re proud to announce that CCMI has been named among the nation’s top registered investment advisors (RIAs) by Worth magazine on its 2025 Worth Leading…

At the Firm The CCMI partners held their quarterly offsite meeting to review goals the team is working toward, plan the goals for the quarter,…

At the Firm The CCMI team is pleased to announce that Alana Hall is now a CFP® certificant! Alana passed the test a while ago…

At the Firm CCMI finished its Healthy Living 8 Week Challenge that we started in January and Monica was the winner with the most effort…

Before he left office, President Biden signed the Social Security Fairness Act, which repealed the Windfall Elimination Provision and the Government Pension Offset. The new…