Brian Matter
CFP®, CPWA®, CEPA®
Creative Capital Management Investments LLC
Financial Advisor
Brian Matter
CFP®, CPWA®, CEPA®
Creative Capital Management Investments LLC
Financial Advisor
We are passionate about educating, empowering, and guiding you to achieve your dreams through proactive, fee-only financial advice. - Brian Matter, CFP®, CPWA®, CEPA®
Fee-Only Financial Planner Located in San Diego, CA
Brian Matter is a San Diego, CA fee-only financial planner. Creative Capital Management Investments LLC provides comprehensive and objective financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Matter is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 also serves as our Chief Compliance Officer.
Brian joined CCMI in 2010 after previously working as a Senior Manager on the Advisory Services team at Ernst & Young LLP. He earned a B.S. in business management at Brigham Young University.
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
Brian and his wife Nikki have three kids — Emma, Kainoa, and Kekoa. They enjoy traveling, hiking, surfing, sports, and camping, especially through various national parks. He’s always looking for their next adventure.
Brian Matter is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
MONEY DOESN’T COME WITH INSTRUCTIONS
Trusted and responsible fee-only financial advice to serve you and your family for a lifetime. When you partner with our San Diego-based team, you’ll receive our blend of time-honored best practices and modern innovation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Matter is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brian Matter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brian Matter is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
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Brian Matter is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Brian Matter is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
Contact Brian Matter
Office Locations:
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8880 Rio San Diego Drive
San Diego, CA 92108
