Creative Capital Management Investments LLC (CCMI)

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

网站

https://www.myccmi.com

Creative Capital Management Investments LLC (CCMI)的外部链接

所属行业

金融服务

规模

2-10 人

总部

San Diego，California

类型

私人持股

创立

1975

领域

strategic investing、financial planning、business succession planning、family financial planning、investment management、financial advisors、business owners和entrepreneurs