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

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

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.

First Step Financial Plan

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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