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Creative Capital Management Investments - CCMI

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San Diego, CA
Creative Capital Management Investments - CCMI

Creative Capital Management Investments LLC (CCMI) is a fee-only advisory firm based in San Diego

06/09/2026

Amid headline whiplash and market volatility, an informed perspective is critical when managing your portfolio.

In our upcoming webinar, Kevin Gordon, Schwab’s head of macro research and strategy, will share timely insights on the economy, markets, and what investors should keep an eye on in the current environment.

Save your seat today to hear research-backed perspectives from one of Schwab’s leading strategists:

https://us02web.zoom.us/webinar/register/WN_HvJhtFMLRG2cK5TdHqNgEA

06/08/2026

With rising costs and high debt, creating an emergency fund can quickly become a low priority.

However, without one, even small emergencies can force people to:

- Take on more debt
- Dip into their long-term savings
- Derail or delay other goals

Learn why an emergency fund is part of a strong financial foundation:

https://myccmi.com/2026/05/establishing-an-emergency-fund-how-much-is-enough-at-each-stage-of-life

06/03/2026

Without a clear compensation strategy, we’ve seen many business owners face challenges like inconsistent income and tax planning issues.

This can affect their future and that of their business.

If you need a better compensation structure that’s tax-efficient and aligned with your goals, view our guide to get started:

https://myccmi.com/2026/05/how-should-i-be-paying-myself-a-guide-to-compensation-for-business-owners

06/01/2026

Unexpected costs, such as medical care or home repairs, are never convenient or well-timed. An emergency fund can help make a stressful event more manageable, so you can focus more clearly and act more intentionally.

Visit our blog for key considerations when building an emergency fund that can support your life:

https://myccmi.com/2026/05/establishing-an-emergency-fund-how-much-is-enough-at-each-stage-of-life

05/29/2026

Stay updated with the latest happenings from CCMI. Learn what we've been up to this month at the office and home.

https://myccmi.com/2026/05/out-about-may-2026

05/27/2026

As a business owner, are you paying yourself too much or too little — or just taking what’s left over?

View our guide to learn how to take the guesswork out of compensation to build a plan that’s tax-efficient, compliant, and aligned with your goals:

https://myccmi.com/2026/05/how-should-i-be-paying-myself-a-guide-to-compensation-for-business-owners

05/11/2026

Will your retirement plan hold up to modern-day risks, such as rising costs, market volatility, and longer life expectancies?

Visit our blog for a 10-step process to make your plan more sustainable.

https://myccmi.com/2026/04/how-to-build-a-retirement-plan-10-steps-to-save-invest-and-retire-with-confidence

05/04/2026

With the higher cost of living, rising inflation, and longer life expectancies, preparing for and transitioning into retirement can feel more complex than it did years ago.

Visit our blog to learn how we build resilient retirement plans:

https://myccmi.com/2026/04/how-to-build-a-retirement-plan-10-steps-to-save-invest-and-retire-with-confidence

04/30/2026

Stay updated with the latest happenings from CCMI. Learn what we've been up to this month at the office and home.

https://myccmi.com/2026/04/out-about-april-2026

04/09/2026

Already maxed out your 401(k) contributions?

You may not be done yet. Some plans allow after-tax contributions beyond your employee limit.

Learn more about a mega backdoor Roth, and how you may be able to move more savings into tax-free growth:

https://myccmi.com/2026/03/rtx-employees-is-a-mega-backdoor-roth-right-for-you

Address

San Diego, CA

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+16192983993

Website

http://www.myccmi.com/

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