At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

If retirement is on the horizon within five years, now is the time to revisit your retirement plan and ensure you’re on track. This period…

When considering changing financial advisors, several factors come into play. You may know someone contemplating this transition, whether prompted by a firm acquisition, shifts in…

At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…

There has been a recent “notable uptick” in merger and acquisition activity among wealth management firms across the country, with many investors focused on registered…

At the Firm The CCMI team enjoyed a Holiday Dinner at Callie at the end of November.  The food was delicious and the team enjoyed…

From day one, business owners should begin planning their exit from their companies, which may be surprising or sound premature for new entrepreneurs. Over the…

Restricted stock units, commonly referred to as RSUs, are becoming an increasingly popular equity compensation option not only in large corporations and publicly traded companies…

At the Firm CCMI was pleased to host LEAD San Diego at the office to interview various non-profits that were in contention to partner with…

At the Firm The CCMI team hosted a wonderful open house event for our local clients to welcome everyone to our new office. We also…