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 — Membership Chair, BYU Management Society San Diego 
  • Member, San Diego Downtown Breakfast Rotary Club
  • Board Member – San Diego Downtown Breakfast Rotary Club Foundation
  • Member, Entrepreneurs’ Organization
  • Member, Exit Planning Institute San Diego Chapter 
  • Volunteer Little League Coach
  • 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
8 Business Exit Strategies for San Diego Business Owners

CCMI has seen its fair share of business exits working with San Diego-based business owners, and we’ve recently observed an uptick in selling activity. Previously,…

Attractive vs. Ready—Is Your Company Ready to Sell?

An entrepreneur who buys businesses from retiring owners recently shared his methodology for business valuation with me. The concept of business attractiveness and readiness in…

Business Owners — Mind the Gap(s)

If you have ever traveled on the London Underground, you have undoubtedly seen the signs and heard the announcements to “Mind the Gap” between the…

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