San Diego Financial Plannermatt-play

As a principal and owner of CCMI, Matt works with new and existing clients facing a wide range of financial concerns. He advises individuals, families and business owners in the areas of portfolio management, financial planning, tax and estate planning, cash flow modeling, and education planning.

Matt joined CCMI in 2006 as an Investment Associate and over the years has significantly contributed to CCMI’s investment management and financial planning processes.  In his early years at CCMI, Matt also developed the First Step Financial Planning platform, which aims to guide younger individuals and families who are completing the financial planning process for the first time.

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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