Matt Showley, CFP®, AEP®

principal

As a principal and owner of CCMI, Matt Showley, CFP®, AEP® works with new and existing clients facing a wide range of financial concerns. He advises individuals, families, and business owners in the areas of portfolio management, financial planning, tax and estate planning, real estate, cash flow modeling, and education planning.

Matt joined CCMI in 2006 as an Investment Associate and over the years has significantly contributed to the firm’s wealth management and financial planning processes.  As an owner, Matt continues to oversee the operations of the firm in addition to his client facing role.

Matt holds a B.S. in Business Administration from Pepperdine University and an MBA from University of San Diego. He also holds a Graduate Certificate in Financial & Tax Planning from San Diego State University. 

Matt serves in the following roles in the community:

  • Volunteer and Past Board Member for Junior Achievement of San Diego
  • Past President of the Estate Planning Council of San Diego
  • Co-founder and past Board Member of Empower Charter School

“the work that we do helps to relieve stress, take some of the financial burden off our clients through our financial planning and wealth management service.”

 

When not in the office or with clients, Matt enjoys his time at home with his wife Alex, daughter Elizabeth, and son Jacob. He also likes playing golf or volleyball and traveling. Matt is interested in photography and has done several photo shoots for friends and family as a hobby.  Matt and his wife also love to cook and entertain. Sports have always been a part of Matt’s life, whether playing as a child and teenager, or competing at the highest levels of college volleyball at Pepperdine University.

Bitten by the travel bug in college, Alex and Matt have taken several trips together since they met in 2004. Thus far, their stops have included Paris, Scotland, Spain, several trips to Hawaii, and many drives along the California coast up to the Bay Area and wine country.

Blogs by Matt
Maximizing Your Dexcom Equity: A Strategic Guide to Biotech RSUs

Key Takeaways: Dexcom is a medical device company that issues restricted stock units (RSUs) to its employees, with vesting over three years and quarterly and…

What Should I Do with My Biotech RSUs? A Complete Guide

Key Takeaways: Common among biotech professionals, RSUs are a form of equity compensation that represents actual shares of a company’s stock.  Before vesting, your company…

What is a Restricted Stock Unit (RSU) and How Does It Work?

As financial advisors in San Diego, with its numerous large corporations, biotech startups, and healthcare companies, we often see business owners and executives holding restricted…

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