Creative Capital Management Investments LLC (CCMI)
The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services. As fiduciaries, we put clients first, helping them make sound financial deci...load more
Creative Capital Management Investments LLC (CCMI)'s Basic Information
Industry
Financial Services
Headquarters
San Diego, California, United States
Website
Founded Year
1975
Headcount
11 - 50 ( View All )
Specialties
strategic investingfinancial planningbusiness succession planningfamily financial planninginvestment managementfinancial advisorsbusiness ownersentrepreneurs
Creative Capital Management Investments LLC (CCMI)'s Competitors
Northeast Plannning
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View all employeesEmployee Insights
Creative Capital Management Investments LLC (CCMI)'s Top Employees
Peg Eddy
President / Co-Founder
Phone Email
Bob Eddy
Principal and CFO
Phone Email
Jack Sheu
Vice President
Phone Email
Frequently Asked Questions Regarding Creative Capital Management Investments LLC (CCMI)
Where is Creative Capital Management Investments LLC (CCMI)'s headquarter located?
Creative Capital Management Investments LLC (CCMI)'s headquarter are located at United States.
How many employees does Creative Capital Management Investments LLC (CCMI) have?
Creative Capital Management Investments LLC (CCMI) has 11 - 50 employees.
What is Creative Capital Management Investments LLC (CCMI)'s official website?
Creative Capital Management Investments LLC (CCMI)'s official website is http://myccmi.com
What industry does Creative Capital Management Investments LLC (CCMI) belong to?
Creative Capital Management Investments LLC (CCMI) is in the industry ofFinancial Services
What does Creative Capital Management Investments LLC (CCMI) do?
The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services. As fiduciaries, we put clients first, helping them make sound financial deci...
What specialty does Creative Capital Management Investments LLC (CCMI) have?
strategic investingfinancial planningbusiness succession planningfamily financial planninginvestment managementfinancial advisorsbusiness ownersentrepreneurs
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