Creative Capital Management Investments LLC (CCMI)

Creative Capital Management Investments LLC (CCMI) is a San Diego-based company offering proactive, personalized, fee-only financial planning and wealth management services. Acting as fiduciaries, CCMI prioritizes clients' interests, helping them make sound financial decisions to align with their long-term goals. With a focus on business owners, executives, professionals, growing families, women in life transitions, and those approaching retirement or recently retired, CCMI aims to provide sustained financial peace of mind for its clients. Having operated for over 40 years, CCMI recognizes that financial planning extends beyond number-crunching—it involves understanding clients' hopes, dreams, fears, and risks in order to design and implement personalized financial plans. The company emphasizes its commitment to walking alongside clients for the long term and invites potential clients to visit its website for more information. Founded in 1975, CCMI operates in the Financial Services and Wealth Management industries, primarily in the United States. The company's dedication to personalized, long-term financial planning and wealth management positions it as a potential player in the financial services market. However, limited information regarding recent investments and investors leaves questions about its current growth and expansion strategies.