Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…

You don’t have to be the next Steve Jobs to understand the power technology has in the market. In today’s post, we’ll show you what…

At the Firm… The CCMI team continues to work on enhancements to our new website.  We look forward to sharing updates as new features are…

The global COVID-19 pandemic has had an enormous impact on event planning, including the 2020 San Diego Comic Convention (San Diego Comic-Con). While there are…

Did you know that 59 percent of working-age Americans have no retirement savings at all according to a 2018 report from the National Institute on…

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he earned…

San Diego local and skateboard legend, Tony Hawk, and Georgia-based FedEx driver, Mikail Farrar, were able to spread some cheer to two youngsters last month….

At the Firm… Most of the CCMI team is continuing to work remotely for now, but some team members have slowly started returning to the…

Here are five tips for young professionals who are looking to successfully build their financial foundations. The younger you are when you start saving and…

We redesigned our look and rebuilt our website from the ground up—for you.  As we constantly look toward the future, we have created an online…