brian matter, CFP®, CPWA®️, CEPA

PRINCIPAL

As a principal and owner of CCMI, Brian Matter is committed to partnering with clients to help reach their goals and be a forward-thinking leader to our CCMI team. As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® designee, and a Certified Exit Planning Advisor® he specializes in helping business owners navigate their financial lives — including investment selection, risk management, estate planning strategies, succession plans, and retirement options. As a business owner who went through a successful business transition when purchasing CCMI in 2017, Brian is uniquely positioned to share insights with other business owners. As a husband and father, he understands our clients’ need to design plans that secure and protect their family’s future, as decisions made today often affect multiple generations of wealth. Brian also serves as our Chief Compliance Officer.

Brian joined CCMI in 2010 after previously working as a Senior Manager on the Advisory Services team at Ernst & Young LLP. He earned a B.S. in business management at Brigham Young University.  

Brian is passionate about giving back and being involved in his community. He can regularly be found volunteering at sports fields, at his church, or in the community with his Rotary Club — and his community service and professional affiliation “resume” includes: 

  • Member, Financial Planning Association
  • Member, National Association of Personal Financial Advisors
  • Member, Investments and Wealth Institute 
  • LEAD San Diego IMPACT Class of 2014
  • Board Member , BYU Management Society San Diego 
  • Member, San Diego Downtown Breakfast Rotary Club
  • Member, Entrepreneurs’ Organization
  • Member, Exit Planning Institute San Diego Chapter 
  • Former Volunteer Little League Coach
  • Former Volunteer Soccer Coach

“IT’s a special work, and we want our clients to know that they have someone who cares for them and is on their side.” 

Brian and his wife Nikki have three kids — Emma, Kainoa, and Kekoa. They enjoy traveling, hiking, surfing, sports, and camping, especially through various national parks. He’s always looking for their next adventure.

Blogs by Brian
A business owner in San Diego reviews his financials for tax planning on a mobile device in front of his storefront. 2024 Year-End Tax Planning for Business Owners

As we quickly approach the end of the year, business owners may have additional opportunities to reduce their tax liability, save more, and position themselves…

Closeup of a voter in San Diego dropping their ballot during an election year, with a line of voters in the background. How Presidential Elections and Economic Policy Impact Investors

With political elections more polarized in recent years, it’s understandable some investors might feel uneasy about how the 2024 presidential outcome will impact their portfolio….

CCMI Named Winner of 2024 Better Business Bureau Torch Award for Ethics in San Diego County

We’re thrilled to announce CCMI was named a winner of the 2024 Torch Awards for Ethics by the Better Business Bureau (BBB) Serving the Pacific…

Our Team