Brian Matter

CFP®

Creative Capital Management Investments LLC

Financial Advisor

Brian Matter

CFP®

Creative Capital Management Investments LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Matter, CFP®

(619) 298-3993

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

Brian Matter is a San Diego, CA fee-only financial planner. Creative Capital Management Investments LLC provides comprehensive and objective financial planning 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.

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.

Brian Matter is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

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
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Brian Matter

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Office Locations:

  • 8880 Rio San Diego Drive
    San Diego, CA 92108

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