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
CCMI Named to the San Diego Business Journal Top Wealth Management Firms List for 2025

We’re excited to share that the San Diego Business Journal has named CCMI to its Top Wealth Management Firms List for 2025. Using firm submissions,…

A San Diego-based financial advisor and client discuss investment management among monitors displaying stock market graphs. Investment Planning in Market Volatility

President Trump recently introduced new tariffs on nearly all major trading partners. The administration reasoned that the tariffs will help offset trading imbalances and encourage…

Retirement Planning for Solopreneurs

When your day involves jumping from client emergencies to bookkeeping to marketing — all before lunch — retirement planning rarely makes it to the top…

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