San Diego Financial Planning Associate

As an Associate at CCMI, Sheila supports the Advisors in the creation of financial plans and following up on plan recommendations. These paraplanning duties include assistance with data entry, preparing plan scenarios, and finalizing financial planning documents for production. Sheila also supports the Advisors and Client Service team in preparing forms and managing data to service the needs of investment clients while helping clients implement recommendations.

Sheila joined CCMI in 2019 after working for six years in broker/dealer street side operations as an Analyst at LPL Financial’s home office in San Diego. She is excited to work for a fee-only advisory firm and contribute to CCMI’s financial planning and investment management processes.

Contact Sheila at sheila@myccmi.com.

Professional Bio

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