local ai registry · agent view · /biz/ca/san-diego/creative-capital-management-investments-llc-ccmi-san-diego-ca

# Creative Capital Management Investments LLC (CCMI)

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/creative-capital-management-investments-llc-ccmi-san-diego-ca

**AI Score: 24/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Creative Capital Management Investments LLC (CCMI) was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Creative Capital Management Investments LLC (CCMI) was not mentioned.

## Known for

Creative Capital Management Investments LLC excels in crafting comprehensive retirement plans tailored to individual client needs, ensuring clarity and confidence in financial futures.

- Comprehensive Retirement Planning

## What reviews say

> Customers describe a highly personalized and attentive experience at CCMI, with a strong emphasis on understanding individual financial situations. Reviewers highlight the clarity and thoroughness of the financial planning process, particularly praising the team's ability to communicate complex strategies without jargon.

Consistently praised:
- Kim Benson's financial planning expertise
- Tina and Matt's knowledgeable guidance
- Thorough analyses of investment strategies

Bottom line: CCMI stands out for its personalized financial planning and the expertise of team members like Kim Benson and Matt Showley.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 32 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 71 |
| Backlink & citation authority | 8% | 56 |
| Google Business Profile | 8% | 84 |
| Speed & mobile | 7% | 37 |
| Content freshness & schema | 5% | 81 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28

Creative Capital Management Investments LLC (CCMI) ranks 21 of 29 in its category here.

## Facts

- Address: 6265 Greenwich Dr Ste 201, San Diego, CA 92122, USA
- Phone: (619) 298-3993
- Website: myccmi.com
- Hours Mon: 8:00 AM – 4:30 PM
- Hours Tue: 8:00 AM – 4:30 PM
- Hours Wed: 8:00 AM – 4:30 PM
- Hours Thu: 8:00 AM – 4:30 PM
- Hours Fri: 8:00 AM – 4:30 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Creative Capital Management Investments LLC?
The business operates Monday through Friday from 8:00 AM to 4:30 PM and is closed on Saturday and Sunday.

### Does Creative Capital Management Investments LLC require reservations?
The business does not require reservations for consultations.

### What is Creative Capital Management Investments LLC known for?
The business is known for providing personalized financial planning and investment strategies, with a focus on attentive service and clear communication.

### Is parking available at Creative Capital Management Investments LLC?
Yes, there is parking available at the business location at 6265 Greenwich Dr Ste 201, San Diego, CA.

### What special features does Creative Capital Management Investments LLC offer?
The business offers a range of financial services tailored to individual client needs, including detailed analyses of investment strategies and personalized financial planning.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.