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
Retirement Planning for Couples in San Diego

In addition to high housing and healthcare costs, shared income needs, inflation protection, and short- and long-term medical care should be considered by couples retiring…

Investment Planning for Professionals Under 40

If you’re an early or mid-career professional under 40, now is the time to begin or solidify your investment planning based on your short- and…

A San Diego retiree sits carrying two grandkids at an outdoor dinner with people and string lights in the background. Year-Round Tax Planning: From Working Years through Retirement

As you are planning for retirement and in those first years in retirement, several key factors must be considered, including where you’ll retire, how to…

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