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 that financial planning is more than number-crunching and making recommendations—it’s about understanding your hopes, dreams, fears, and risks in order to design and help you implement your personalized financial plan.
You are invited to visit our website for more information.
www.myccmi.com
Company Details
- Employees
- 8
- Founded
- -
- Address
- 6265 Greenwich Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.myccmi.com
- Keywords
- strategic investing, financial planning, business succession planning, family financial planning, investment management, financial advisors, business owners, entrepreneurs.
- HQ
- San Diego, California
Creative Capital Management Investments Llc (Ccmi) Questions
Creative Capital Management Investments Llc (Ccmi)'s website is http://www.myccmi.com
Creative Capital Management Investments Llc (Ccmi)'s LinkedIn profile is https://www.linkedin.com/company/myccmi
Creative Capital Management Investments Llc (Ccmi) has
8 employees.
View email and phone details for 8
employees at Creative Capital Management Investments Llc (Ccmi).
Creative Capital Management Investments Llc (Ccmi)'s industry is
Financial Services
Creative Capital Management Investments Llc (Ccmi)'s top competitors are
Haug Wealth Management,
Tfm Financial Services Inc,
Radford Doors & Gates,
Core Financial Processing,
My Pathway To College,
Arc-Serv, Llc,
Business Career College,
Silverstone Agency Inc.,
Engaging Women In Wealth,
Bleux Financial Solutions, Inc..
Creative Capital Management Investments Llc (Ccmi)'s categories are Financial Services
Creative Capital Management Investments Llc (Ccmi)'s founding year is 1975
