Graciela Hallmeyer

Client Services SpeCIALIST

Graciela Hallmeyer joined CCMI in 2026 as a Client Services Associate. She works closely with advisors to prepare for client annual review meetings, handle performance reporting, and keep the day-to-day details running smoothly for the clients she supports. With 18 years in financial services and investment operations behind her, Graciela brings a steady, detail-driven approach to every client interaction.

Graciela received a business degree with an emphasis in Finance from California State University San Marcos. Her finance background gives her a natural fluency with the numbers, forms, and reporting that make up her work with advisors and clients.

Before joining CCMI, Graciela spent 18 years in financial services and investment operations at InvestCloud, where she guided advisors through complex system transitions and onboardings, built the standard operating procedures and training documentation that kept teams running smoothly, and oversaw daily operations across more than 100+ advisory books. That depth supports her steady, detail-driven approach to every client interaction.

Graciela and her husband, Chris, have two daughters, Penelope and Camila, who are self-proclaimed girly girls and love sports and competition! They excel in gymnastics and dance and easily have Chris beat on both. The family also shares their home with two cats, Tiberius and Figaro, and their hamster named Bow Tie. They spend a lot of time cheering together as devoted Chargers and Padres fans, although the house is divided when it comes to the Lakers and the Clippers, with the girls emphatically cheering “Go Clippers”! Graciela treasures the time she spends with their parents and close-knit circle of friends. The family fills their cup by giving back to their community through their church and volunteering at school consistently.