At the Firm Brian attended the Schwab IMPACT 2024 conference in San Francisco. One of CCMI’s core values is “We hold ourselves accountable,” which means…

With Donald Trump’s presidential election victory, the country is watching to see what will begin the fifth year of the Trump administration. His campaign emphasized…

If you’re a young professional starting a business or even a seasoned entrepreneur, you know how the excitement of diving into something new can sometimes…

High inflation over the last few years has caused many retirees and pre-retirees to be concerned about outliving their savings. With shifting market conditions, increasing…

At the Firm The CCMI Team was excited to be named the winner of the 2024 Torch Awards for Ethics by the Better Business Bureau…

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…

Open Enrollment is a critical period for employees to make key decisions about their healthcare benefits for the upcoming year. Based in San Diego, the…

With political elections more polarized in recent years, it’s understandable some investors might feel uneasy about how the 2024 presidential outcome will impact their portfolio….

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…

At The Firm The CCMI team enjoyed celebrating third quarter birthdays at a lunch in September. Team members always enjoy the chance to get outside…