Brian Matter (CFP®)

Brian Matter focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I work best with clients and referrals who are:

  • Business Owners prior to a liquidation event
  • Executives leaving a corporate life
  • Pre-Retirees within 5 years of retirement
  • Widows / Widowers

Additional Information

Brian has been helping CCMI client’s with their investment and financial planning needs since joining the CCMI team in June 2010. Brian previously worked at Ernst & Young LLP as a Senior Manager where he helped oversee the Advisory Services team in San Diego. Knowing that he has an impact in client’s lives by helping them make smart financial decisions is what drives him to come to work each day.  

Brian is a graduate of Brigham Young University with a B.S. in Business Management and a graduate of the College for Financial Planning. Brian enjoys spending time with his wife, Nikki, and their three children – Emma, Kainoa, and Kekoa, international travel, hiking, camping, backpacking, volunteering, surfing, and is a sports enthusiast. In his spare time, Brian likes to volunteer in the San Diego community. 

NAPFA Start Date

September 09, 2013

Submit
Submit

This Office

8880 Rio San Diego Dr Ste 1150 San Diego, CA 92108-1690 Phone: (619) 298-3993 Fax: (619) 298-1976