At the Firm Brian’s daughter Emma has been interning at CCMI and helping create video content to go along with various blog posts. Be on…

The CCMI team completed our annual all hands business planning day in July.  The team gathered in a conference room at the Scripps Institute of…

Brian Matter and Matt Showley attended the Financial Planning Association (FPA) NorCal conference in San Francisco for two days following Memorial Day. FPA NorCal is…

At the Firm CCMI is pleased to welcome Graciela Hallmeyer to the team. Graciela joined CCMI after almost 19 years at InvestCloud in various management…

At the Firm The CCMI team was busy rebalancing accounts and preparing quarterly reports in April as well as helping clients prepare for filing taxes….

At the Firm The CCMI team enjoyed training on neuro-linguistic programming in February to learn how to better communicate with each other and clients, as…

It’s a privilege to share that CCMI has once again been included on the San Diego Business Journal’s 2026 Wealth Management Firms List. The annual…

At the Firm The CCMI team concluded our second annual fitness challenge in mid-February. We opened and closed the challenge with a workout at Fitness…

At the Firm The CCMI team enjoyed participating in a team workout at Fitness Quest 10 in Scripps Ranch to kick off our internal Team…

At the Firm CCMI’s charity of the year is Monarch Schools, which supports K–12 students who do not have permanent housing. The CCMI team (pictured)…