divider
CCMI Team Category
divider
Out and About July 2024
24 Jul 2024 by: CCMI

At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana‘s birthdays for the second quarter. …

Read More >
OUT & ABOUT – APRIL 2024
25 Apr 2024 by: CCMI

At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports.  The rebalancing process generally involves all four…

Read More >
OUT & ABOUT – MARCH 2024
27 Mar 2024 by: CCMI

At the Firm The CCMI team enjoyed lunch at Din Tai Fung to celebrate Tina and Katie’s birthdays, which both take place this quarter. The…

Read More >
OUT & ABOUT – February 2024
29 Feb 2024 by: CCMI

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…

Read More >
OUT & ABOUT– January 2024
25 Jan 2024 by: CCMI

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…

Read More >
OUT & ABOUT – October 2023
25 Oct 2023 by: brittany

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…

Read More >
OUT & ABOUT September 2023
28 Sep 2023 by: CCMI

At the Firm CCMI has been settling into our new office.  The boxes are gone and the major work is done, with only minor decorations…

Read More >
OUT & ABOUT– August 2023
24 Aug 2023 by: CCMI

At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…

Read More >
OUT & ABOUT– July 2023
27 Jul 2023 by: CCMI

At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting.  This years meeting was held at the University…

Read More >
OUT & ABOUT – JUNE 2023
27 Jun 2023 by: CCMI

At the Firm  As announced in last month’s Out & About, the CCMI team will be moving offices. The new office is being built out…

Read More >