Meet Adam and Elizabeth Adam and Elizabeth are a married couple in their early 40s who live in California with two young children under age…

At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting.  This years meeting was held at the University…

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…

At the Firm  As announced in last month’s Out & About, the CCMI team will be moving offices. The new office is being built out…

A comprehensive retirement plan includes the financial and mental preparation required to fulfill your post-career life. However, to achieve the retirement you imagine, you must…

At the Firm  We have exciting news to announce!  After over fifteen years in our Mission Valley office, CCMI will be moving to a new…

At the Firm  The team has been busy with quarterly activities, including rebalancing and putting together quarterly investment reports. This is the first run of…

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…

At the Firm  The team has been working hard getting two regulatory requirements—our new client brochure and Form CRS—completed, posted on our website, and sent…

Spring training is an exciting time for baseball fans, and it also serves as an excellent metaphor for financial planning, especially for high-income-earning young professionals….