Planning for retirement can feel like navigating a maze of financial decisions and investment options. One strategy that has garnered attention as there have been…

At the Firm Brian wrapped up his multiyear service on the San Diego Breakfast Rotary Foundation board, where he worked to oversee the investments and…

If you’re a young professional in San Diego, between your 20s and 40s, you’re in your prime wealth accumulation years with the greatest potential to…

Running a business means juggling many hats, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…

As a business owner, you’ve meticulously planned every aspect of growing your business. However, working with entrepreneurs in San Diego, we’ve found many business owners…

At the Firm Brian, Matt, and Kim spent a day offsite for CCMI’s quarterly business planning meeting. The partners review the accomplishments from the previous…

CCMI has been named one of the top registered investment advisors (RIAs) by Worth magazine on its 2024 Worth Leading Advisors list. According to the…

As you embrace retirement, crafting an estate plan is pivotal to protect your legacy, assets, and loved ones’ futures. An estate plan is essential to…

At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports.  The rebalancing process generally involves all four…

Whether approaching retirement or not yet ready to retire, all entrepreneurs reach a juncture where they ask, “Should I sell my business?” We often guide…