Brian  Matter

Brian Matter

| CFP®

Creative Capital Management Investments LLC

(619) 298-3993

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Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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8880 Rio San Diego Drive
San Diego, CA 92108

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Brian Matter is a San Diego, CA Fee-Only Financial Planner serving San Diego and all surrounding areas. Creative Capital Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Brian Matter is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Experience:
Brian Matter 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. 

Certifications:
CERTIFIED FINANCIAL PLANNER (TM) Professional

Professional Activities:
Financial Planning Association (FPA), Member
National Association of Personal Financial Advisors, Member
San Diego Venture Group, Member
BYU Management Society, Board Member – Membership
LEAD San Diego IMPACT Class of 2014

Civic Activities:
San Diego Downtown Breakfast Rotary Club
     -Fundraising Captain (2012, 2013)
     -Board Member, Sergeant at Arms (2013-2014)
FPA instructor for budgeting classes at Interfaith Shelter Network

Education:
B.S. in Business Management, Brigham Young University, 2001
College for Financial Planning, September 2009

Personal Interests:
Spending time with his wife, Nikki, and their three children – Emma, Kainoa, and Kekoa
International travel
Hiking/Camping/Backpacking
Volunteering
Surfing
Sports enthusiast

Things you might not know about Brian:
1.  He still has his “investments” from his childhood – an extensive baseball card collection!
2.  He has worked at the Olympics and once volunteered at the White House.
3.  He successfully led teams of accountants to build houses in Tecate, Mexico in a day.

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Financial planning and investment management processes must be educational as well as goal-oriented. We help you to understand your current financial position so that you are able to make better  financial decisions and more easily implement your customized planning recommendations.

You have to know where you’re headed in order to reach your destination.
Many people strive for “success” or “financial freedom”, but they have yet to determine what these words mean to them. We help you articulate your financial dreams and then provide you with the specific resources and personalized financial road maps to reach them.

Long-term investment success doesn’t happen overnight. 
Helping you understand your investments and maintain a disciplined approach to investing is the key to your long-term success as an investor. The quality investment decisions we help you make today can help you eventually reach financial independence.

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