The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services. As fiduciaries, we put clients first, helping them make sound financial decisions and direct their hard-earned income to align with their long-term goals. We understand money doesn’t come with instructions, and financial planning and wealth management is a lifelong process. We are here to walk alongside you for years to come, instilling greater financial peace of mind. We work best with clients and referrals who are: • Business owners and executives • Professionals and growing families • Women in a life transition • Approaching retirement or recently retired Helping clients for over 40 years, CCMI has learned Read more