Matthew B. Showley, CFP<sup>&reg;</sup> - Financial Advisor

Matthew B. Showley, CFP®

CFP®

Creative Capital Management

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

Matthew Showley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Creative Capital Management 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, Matt Showley, CFP® works with new and existing clients facing a wide range of financial concerns. He advises individuals, families, and business owners in the areas of portfolio management, financial planning, tax and estate planning, real estate, cash flow modeling, and education planning.

Matt joined CCMI in 2006 as an Investment Associate and over the years has significantly contributed to the firm’s wealth management and financial planning processes. In his early years at CCMI, he developed the First Step Financial Planning platform, which aims to guide younger individuals and families completing the financial planning process for the first time. As an owner, Matt continues to oversee the operations of the firm in addition to his client facing role.

Matt holds a B.S. in Business Administration from Pepperdine University and an MBA from University of San Diego. He also holds a Graduate Certificate in Financial & Tax Planning from San Diego State University.

Matt serves in the following roles in the community:

• Volunteer and Board Member for Junior Achievement of San Diego

• President of the Estate Planning Council of San Diego

• Board Member of the Scripps Health Foundation Gift Planning Advisory Board

• Co-founder and past Board Member of Empower Charter School

When not in the office or with clients, Matt enjoys his time at home with his wife Alex, daughter Elizabeth, and son Jacob. He also likes playing golf or volleyball and traveling. Matt is interested in photography and has done several photo shoots for friends and family as a hobby. Matt and his wife also love to cook and entertain. Sports have always been a part of Matt’s life, whether playing as a child and teenager, or competing at the highest levels of college volleyball at Pepperdine University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

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, Investment Management, Estate Planning, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources