AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This…

In previous years, CCMI has always enjoyed holding a “Gathering for Good” event where we put together hands-on projects to support various charities in the…

At the Firm As a follow-up to the October cookie bakeoff, the CCMI team held a chili cookoff competition in November. It was close, but…

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

Have you recently left a job or anticipate you’ll switch employers soon? Part of your exit checklist should include what you will do with your…

At this time of year, 10/31 means Halloween, but in the financial world, it reminds us of a common strategy in real estate called a…

  At the Firm We held a chocolate chip cookie baking contest in October. The CCMI team (and spouses) had six entries in the contest,…

Have you found yourself reading news headlines and reviewing your investment portfolio with a bit more scrutiny lately? We understand. This year has come with…

Managing your finances in a purposeful and strategic way is essential to help you reach the long-term goals you’ve outlined for your family, career, and…

At the Firm CCMI is pleased to welcome Abby Baumgartel as our newest team member. She joins the CCMI team after spending the majority of…