At the Firm CCMI is pleased to welcome Graciela Hallmeyer to the team. Graciela joined CCMI after almost 19 years at InvestCloud in various management…

At the Firm The CCMI team was busy rebalancing accounts and preparing quarterly reports in April as well as helping clients prepare for filing taxes….

At the Firm The CCMI team enjoyed training on neuro-linguistic programming in February to learn how to better communicate with each other and clients, as…

At the Firm The CCMI team concluded our second annual fitness challenge in mid-February. We opened and closed the challenge with a workout at Fitness…

At the Firm The CCMI team enjoyed participating in a team workout at Fitness Quest 10 in Scripps Ranch to kick off our internal Team…

At the Firm CCMI’s charity of the year is Monarch Schools, which supports K–12 students who do not have permanent housing. The CCMI team (pictured)…

Brian participated in interviews for LEAD San Diego’s IMPACT program, of which Brian, Matt, Kim, and Tina are all graduates. He was on a committee…

At the Firm Brian attended Bob Veres’ Insider’s Forum in New Orleans to learn the latest trends in the wealth management industry. One of CCMI’s…

At the Firm The CCMI team threw a surprise baby shower for team member Joe and his wife Kendra, with their son Zo joining in…

At the Firm The CCMI team spent a day at the Scripps Seaside Forum for our annual business planning day. We talked through areas of…