Brian W. Matter, CFP<sup>&reg;</sup> - Financial Advisor

Brian W. Matter, CFP®

CPWA®

Creative Capital Management Investments LLC

6265 Greenwich Dr, Ste 201
San Diego, CA 92122-5917
FINANCIAL ADVISOR'S WEBSITE
(619) 298-3993 CONNECT WITH Brian
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General

Brian Matter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Creative Capital Management Investments LLC in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Creative Capital Management Investments LLC (CCMI) offers highly personalized and proactive financial planning and wealth management services on a fee-only basis. As fiduciaries, your interests always come first as we design your financial plan and/or manage your investments. We understand that money doesn’t come with instructions, and that financial planning is a lifelong process. We help guide you towards achieving financial independence at your own pace and obtain greater financial peace of mind.

Over forty years in practice has taught CCMI that financial planning is more than number crunching and making recommendations. It’s about understanding your hopes, dreams, fears, and risks to design and help you implement your personalize financial plan.

We work best with clients and referrals who are:

• Business Owners and Executives

• People approaching retirement or recently retired

• Women going through a significant life event

• Professional and growing families

You are invited to visit our website for more information about our firm.

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Financial Advisor Experience

As a Principal and owner of CCMI, Brian Matter is committed to partnering with clients to help reach their goals and be a forward-thinking leader to our CCMI team. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® designee, he specializes in helping business owners navigate their financial lives — including investment selection, risk management, estate planning strategies, succession plans, and retirement options.

As a business owner who went through a successful business transition when purchasing CCMI in 2017, Brian is uniquely positioned to share insights with other business owners. As a husband and father, he understands our clients’ need to design plans that secure and protect their family’s future, as decisions made today often affect multiple generations of wealth. Brian joined CCMI in 2010 after previously working as a Senior Manager on the Advisory Services team at Ernst & Young LLP

Brian is passionate about giving back and being involved in his community. He can regularly be found volunteering at sports fields, at his church, or in the community with his Rotary Club — and his community service and professional affiliation “resume” includes:

• Member, Financial Planning Association

• Member, National Association of Personal Financial Advisors

• LEAD San Diego IMPACT Class of 2014

• Board Member — Membership Chair, BYU Management Society

• Member, San Diego Downtown Breakfast Rotary Club

• Member, Entrepreneurs’ Organization

• Volunteer Little League Coach

• Volunteer Soccer Coach

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Private Wealth Advisor®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources