At the Firm CCMI has been settling into our new office.  The boxes are gone and the major work is done, with only minor decorations…

At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…

At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting.  This years meeting was held at the University…

At the Firm  As announced in last month’s Out & About, the CCMI team will be moving offices. The new office is being built out…

At the Firm  We have exciting news to announce!  After over fifteen years in our Mission Valley office, CCMI will be moving to a new…

At the Firm  The team has been busy with quarterly activities, including rebalancing and putting together quarterly investment reports. This is the first run of…

At the Firm  The team has been working hard getting two regulatory requirements—our new client brochure and Form CRS—completed, posted on our website, and sent…

At the Firm  The CCMI team enjoyed a lunch offsite to celebrate team birthdays (Tina and Katie) for Q1.  We tried a restaurant called Steamy…

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…