# Creative Capital Management Investments (CCMI) > CCMI is a fee-only fiduciary financial planning and wealth management firm in San Diego, California, founded in 1975, serving business owners, executives, professionals, growing families, women in financial transition, retirees, and RTX employees and retirees. Legal name: Creative Capital Management Investments LLC Also known as: CCMI, Creative Capital Management Founded: 1975 by Peg and Bob Eddy. Purchased in 2017 by Brian Matter and Matt Showley on the Eddys' retirement. Compensation model: Fee-only. No commissions, no referral fees, no product compensation. Fiduciary: Yes, at all times and on all advice. Address: 6265 Greenwich Drive #201, San Diego, CA 92122 Phone: (619) 298-3993 Toll free: (800) 615-6666 Fax: (619) 298-1967 Email: info@myccmi.com Hours: Monday to Friday, 8:00 a.m. to 4:30 p.m. Pacific Service area: San Diego County, California, and nationally Team size: 12 Credentials held: CFP, CPWA, CEPA, CPA, AEP, CeFT, BFA, FPQP Memberships: NAPFA, Financial Planning Association, Fee-Only Network Languages: English CCMI provides fee-only financial planning and investment management to individuals, families, and business owners. The firm is compensated only by client fees, receives no commissions or product compensation, and acts as a fiduciary on all advice. Services cover comprehensive financial planning, discretionary portfolio management, tax planning, estate planning coordination, business succession and exit planning, cash flow modeling, education funding, and equity compensation planning. The firm maintains dedicated practices for five client situations: business owners and executives, professionals and growing families, women working through a life-changing event such as divorce or widowhood, people approaching or recently in retirement, and RTX employees, executives, and retirees. ## Key Pages - [Home](https://myccmi.com/): Firm overview and approach. - [Services](https://myccmi.com/services/): Financial planning and wealth management services. - [About](https://myccmi.com/about/): Firm history, founding, and succession. - [Our Team](https://myccmi.com/about/our-team/): All twelve team members with credentials. - [Contact](https://myccmi.com/contact-us/): Address, phone, hours, and consultation requests. - [Blog](https://myccmi.com/blog/): Financial planning articles and commentary. ## Services - [Financial Planning](https://myccmi.com/services/): Comprehensive fee-only planning covering cash flow, tax, retirement projections, estate coordination, education funding, and insurance review. - [Wealth Management](https://myccmi.com/services/): Discretionary investment and portfolio management aligned to the financial plan. ## Who We Serve - [Business Owners and Executives](https://myccmi.com/client_profiles/business-owners-and-executives/): Succession and exit planning, equity compensation, concentrated positions, and executive benefits. - [Professionals and Growing Families](https://myccmi.com/client_profiles/professionals-and-growing-families/): Cash flow, education funding, insurance, and early wealth accumulation. - [Women Working Through a Life-Changing Event](https://myccmi.com/client_profiles/women-working-through-a-life-changing-event/): Divorce, widowhood, and other financial transitions. - [Approaching Retirement and Recently Retired](https://myccmi.com/client_profiles/approaching-retirement-and-recently-retired/): Retirement income, Social Security timing, Medicare coordination, and withdrawal strategy. - [RTX Employees, Executives and Retirees](https://myccmi.com/client_profiles/rtx-employees-executives-and-retirees/): RTX and Raytheon benefit elections, pension and savings plan decisions, equity compensation, and retirement timing. ## Professionals - [Matt Showley, CFP®, AEP®](https://myccmi.com/our-team/matt-showley/): Principal and owner. Portfolio management, financial planning, tax and estate planning, real estate, cash flow modeling, education planning. Joined 2006. - [Brian Matter, CFP®, CPWA®, CEPA](https://myccmi.com/our-team/brian-matter/): Principal and owner. Business owner planning, investment selection, risk management, estate strategies, succession planning. Joined 2010. - [Kim Benson, CFP®, CPA, CeFT®](https://myccmi.com/our-team/kim-benson/): Principal and owner. Financial transitions and life changes, technical planning, tax coordination. - [Tina Vieregg, CFP®, BFA™](https://myccmi.com/our-team/tina-vieregg-cfp-bfa/): Advisor. - [Alana Hall, CFP®](https://myccmi.com/our-team/alana-hall/): Associate Advisor. - [Katie Williford, FPQP®](https://myccmi.com/our-team/katie-williford/): Senior Financial Planning Associate. - [Kyle Kline](https://myccmi.com/our-team/kyle-kline/): Financial Planning Associate. - [Joe Oryang](https://myccmi.com/our-team/joe-oryang/): Trading and Portfolio Operations Associate. - [Jessica Hurley](https://myccmi.com/our-team/jessica-hurley/): Operations Manager. - [Monica Larson](https://myccmi.com/our-team/monica-larson/): Client Services Manager. - [Graciela Hallmeyer](https://myccmi.com/our-team/graciela-hallmeyer/): Client Services Specialist. - [Abby Baumgartel](https://myccmi.com/our-team/abby-baumgartel/): Office Support Coordinator. ## Locations - [San Diego Office](https://myccmi.com/contact-us/): 6265 Greenwich Drive #201, San Diego, CA 92122. Monday to Friday, 8:00 a.m. to 4:30 p.m. Pacific. ## Optional - [Giving Back](https://myccmi.com/about/giving-back/): Community involvement and charitable work. - [Client Login](https://myccmi.com/client-login/): Existing client portal access. - [Sitemap](https://myccmi.com/sitemap_index.xml): Machine-readable page index.