San Diego Financial Advisorbrian-play

As a principal and owner of CCMI, Brian works with clients facing a wide range of financial concerns. He advises business owners, families and individuals in the areas of investment management, retirement planning, tax and estate planning, insurance, education planning, and succession planning. Brian also serves as our Chief Compliance Officer.

Brian joined CCMI in 2010 after working at Ernst & Young LLP for eight years where he helped oversee the Advisory Services team as a Senior Manager in San Diego.

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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