In a blog post last year on Financial Tips for the Great Resignation, CCMI’s Tina Vieregg, CFP®, BFA™ wrote about many workers resigning from their…

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

CCMI Principal and Owner, Kim Benson, CFP®, CPA, CeFT®, has always had a passion for helping others and guiding them in their financial decisions, something…

It is not a secret that the stock market had a rough start to the year. Sometimes when we see our balances going down, we…

At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

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…