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Money Matters
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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…

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Get to Know You: Meet CCMI Advisor Matt Ryan
26 Jul 2022 by: CCMI
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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…

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Out & About – July 2022
25 Jul 2022 by: CCMI

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…

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Get to Know You: Meet CCMI’s Principal and Owner, Brian Matter
29 Jun 2022 by: CCMI
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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…

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Out & About- June 2022
28 Jun 2022 by: CCMI

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…

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Top Cybersecurity Threats and Vulnerabilities
28 Jun 2022 by: CCMI
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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…

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8 Business Exit Strategies for San Diego Business Owners
22 Jun 2022 by: Brian Matter
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CCMI has seen its fair share of business exits working with San Diego-based business owners, and we’ve recently observed an uptick in selling activity. Previously,…

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Out & About – May 2022
27 May 2022 by: CCMI

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…

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Sheila Hoopes Earns CFP® Certification

Sheila Hoopes Earns CFP® Certification  We’re pleased to announce Sheila Hoopes, a CCMI financial planning associate, has successfully completed her CERTIFIED FINANCIAL PLANNER™ certification. This…

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Rethinking Senior Living Options: For Your Loved Ones and Perhaps Your Own Future
25 May 2022 by: Kim Benson
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As our families continue to age, we don’t often think that far into the future in terms of what living options could be considered. We…

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