Matt Showley, CFP®, AEP®️


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. In his early years at CCMI, he developed the First Step Financial Planning platform, which aims to guide younger individuals and families completing the financial planning process for the first time.  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 Board Member for Junior Achievement of San Diego
  • Past President of the Estate Planning Council of San Diego
  • Board Member of the Scripps Health Foundation Gift Planning Advisory Board
  • 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
An ultra-high-net-worth client and financial advisor evaluate tax planning strategies for managing restricted stock units and reducing tax liability. Ultra High Net Worth Tax Planning Strategies to Manage Restricted Stock Units

Restricted stock units, commonly referred to as RSUs, are becoming an increasingly popular equity compensation option not only in large corporations and publicly traded companies…

Tax Planning for Ultra High Net Worth Individuals and Families

Paying taxes is inescapable, and as our wealth and financial complexities grow, so does our tax liability. Developing and implementing wealth management and tax strategies…

A beachfront retirement home overlooking Pacific Ocean waves breaking over a lush San Diego shoreline. Pros and Cons of Retiring in San Diego

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

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