Popular Topic(s): Out & About
Out & About December 2024

At the Firm Brian‘s Rotary Club adopted an orphanage in Tijuana to provide gifts over the Christmas holiday.  The CCMI team adopted five of the…

Out & About November 2024

At the Firm Brian attended the Schwab IMPACT 2024 conference in San Francisco. One of CCMI’s core values is “We hold ourselves accountable,” which means…

Out and About July 2024

At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana‘s birthdays for the second quarter. …

OUT & ABOUT – APRIL 2024

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…

OUT & ABOUT – February 2024

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

OUT & ABOUT– August 2023

At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…

OUT & ABOUT– July 2023

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…

Out & About – July 2020

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…