Matt Ryan, CFA, CFP®

Advisor

Matt Ryan, CFA, CFP® joined the team in 2015 as an advisor. At CCMI, Matt also serves as a member of the investment management committee, manages portfolios and the firm’s investment reporting software, and conducts investment research and analysis.

Matt is passionate about helping clients lay out their unique plans for the future — whether that’s intentional investing, stock option management through various stages of career growth, preparing to buy a home, or saving for a child’s education costs. His knowledge of investment and financial planning strategies, allows Matt to assist clients in establishing a strong financial foundation that they can build upon.

Matt holds a Bachelor of Science in Economics and Finance, with a concentration in Financial Planning, from Olivet Nazarene University.  

Matt serves in the following roles:

  • Member, San Diego Young Leaders
  • Member, Professional Men’s Toastmasters
  • Member, Financial Planning Association (FPA)
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Former president, Pacific Beach Toastmasters

“I love helping clients make smart financial decisions

Matt’s first passion was basketball; he played at Olivet Nazarene University, continues to play in pickup games or men’s leagues when given the chance, and loves watching NBA and college hoops. For the past five years, he has volunteered as the assistant basketball coach for the freshman basketball team at Saint Augustine High School.

Matt and his wife were married in 2019. They love to travel — and have been all around California, across the U.S., to Costa Rica and Mexico, and to Hawaii twice in the past three years. When they are back home, they are active in their church and always ready for a game of beach volleyball.

Blogs by Matt
The Top Three Expense Categories You Should Review to Save More Money

“Skip your daily coffee run.” “Pack a lunch.” We’ve all heard money-saving tips like these, and while small, daily practices can save you some money,…

The Benefits of Using a Donor Advised Fund for Your Charitable Donations

CCMI’s Matt Ryan, CFA, CFP®, recently provided insight to the San Diego Ronald McDonald House regarding Donor Advised Funds (DAFs), their many tax benefits, and…

What is a Financial Plan, and Why Should You Build One?

 We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to…

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