CCMI Mission

Our team is passionate about educating, empowering, and guiding you to achieve your life’s dreams through proactive fee-only financial advice.

CCMI Values

  • We place our clients’ needs, trust, confidence and personal service first.
  • Our primary measure of success is the realization of our clients’ life dreams.
  • We strive to enhance our clients’ financial and personal peace of mind.
  • We have an ever-present commitment to excellence.
  • We think and act with a sense of responsiveness and professionalism.
  • We are sensitive to the needs of the CCMI team and our community.
  • We embrace change and technology to constantly improve our level of client service.

Home | Services | About Us | Client Center | Contact Us

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