Frequently Asked Questions

We have gathered questions regarding our financial planning and investment management services that prospective clients have asked us during the many years we have been in practice and have answered some of the most common ones below.  However, if you have specific questions and do not find the answers here, feel free to call us at 800-615-6666 or email us at

What do the initials CFP® stand for?

How are you compensated for your services?

What does “fee-only” mean?

What are the benefits of working with a “fee-only” advisor?

Aren’t all financial planners and investment managers held to a fiduciary standard?

Why do you charge separately for your financial planning and investment management services?

Who will I work with at CCMI?

How often do we meet after my financial plan is completed?

Will you meet with my children to explain my plan or just so they get to know you?

How often do you review my investments with me?

Why haven’t I heard of CCMI before?

What other services do you provide?

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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