Introduction to Our Firm video1Meet Our Team

Why CCMI As Your Financial Planning Advisor in San Diego?

Because money doesn’t come with instructions.
Financial planning and investment management processes must be educational as well as goal-oriented. We help you to understand your current financial position so that you are able to make better financial decisions and more easily implement your customized planning recommendations.

You have to know where you’re headed in order to reach your destination.
Many people strive for “success” or “financial freedom”, but they have yet to determine what these words mean to them. We help you articulate your financial dreams and then provide you with the specific resources and personalized financial road maps to reach them.

Long-term investment success doesn’t happen overnight.
Helping you understand your investments and maintain a disciplined approach to investing is the key to your long-term success as an investor. The quality investment decisions we help you make today can help you eventually reach financial independence.

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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