Kelly G.
10/26/2023
We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now. Creating a financial plan with Kim Benson was one...
Creative Capital Management Investments
Open
(3)
Photos
6265 Greenwich Dr Ste 201
San Diego, CA 92122
Specialties
Creative Capital Management, Inc. (CCMI) is a fee-only advisory firm based in San Diego that specializes in providing highly personalized and proactive financial planning and investment management services to individuals, families, and business owners. Always putting our clients' interests first, our trusted financial advisory team has enhanced our clients' financial peace of mind for more than 35 years.
Also at this address
Reviews
5.03 reviewsSheila K.
12/23/2022
Outstanding customer service and support. The team at CCMI is amazing. I originally was with another financial investment company, but since my husband was also with the same company I would wake...
Karen B.
1/21/2012
I have looked for nearly 20 years to find a financial advisor who could meet our needs. We don't need someone to tell us how to invest and particularly not someone who says "Just sell all that...
See a problem?
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.