CCMI can help you find a comfortable balance between planning for your family’s long-term financial well being and enjoying living in the present.

Financial Planning San Diego

CCMI can help you understand what your money needs to do for you and then design and manage a portfolio customized for your circumstances.

Investment Management San Diego

CCMI can help you plan for success if you are starting a family or a new career, buying your first home, paying off loans, or investing for the first time.

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976