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Matthew Showley (CFP®, MBA)

Matthew Showley 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

Since joining the CCMI team in 2006, Matt has significantly streamlined our investment management and financial planning processes and implemented new strategies as the lead advisor for our First Step Financial Planning clients.  Matt works with a wide range of clients in the areas of portfolio management and financial planning and enjoys helping them answer complex questions. His approach breaks down client questions in order to help individuals better understand their finances and why we’ve made specific recommendations to help improve their financial lives. 

Matt is a graduate from Pepperdine University with a B.S. in Business Administration and earned his M.B.A. from the University of San Diego. Matt enjoys time with wife, Alex and their two children, Elizabeth and Jacob, volleyball, golf, traveling, cooking, and photography. 

NAPFA Start Date

August 10, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6265 Greenwich Drive, Suite 201 San Diego, CA 92122 Phone: (619) 298-3993 Fax: (619) 298-1976
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