Meet Matt Showley, CFP®, AEP®️, Principal at Creative Capital Investment Management (CCMI)-San Diego

Описание: As a principal and owner of CCMI, Matt Showley, CFP®️, AEP®️ 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.