A second-act or encore career is a common pursuit of retirees or near-retirees following decades of hard work, perhaps building a business and fulfilling professional…

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…

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…

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…

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…

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,…

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…

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…

At the Firm CCMI filed the latest Client Brochure/ADV and Form CRS compliance forms and sent them to all existing and prospective clients.    March Madness…

CCMI principal and owner Matt Showley, CFP®, AEP®, was interested in the logistics of running a business and financial planning early on, which motivated him…