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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

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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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