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

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’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
How to Manage Your Risk and Taxes if You Hold Restricted Stock Units

Restricted stock units, commonly referred to as RSUs, are becoming an increasingly popular equity compensation option for large and small publicly traded companies. RSUs are…

Man Looking At Papers Is a Traditional or Roth 401(k) Right for You?

Whether you have just started saving for retirement, have changed jobs and want to switch up your retirement options, or are exploring new tax-efficient investment…

A hand passing house keys to another hand in front of a house. Should You Invest Your Down Payment Before Buying a Home?

Whether you’re a first-time homebuyer or thinking about upgrading your residence as you expand your family, buying a home is a significant financial decision that…

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