Insurance in California | Business, Employee Benefits, Personal | CCI Financial & Insurance

Your success is our vision

Remaining true to a vision requires a strategy. At CCI, our aim is to help you realize success by creating the most comprehensive solution available for your financial and insurance needs, allowing you to uphold your vision—personally and commercially.

Products and Solutions:

Business Insurance

We develop strategies that employ the most effective blend of risk mitigation and risk transfer.

Employee Benefits

We strategically develop, implement, and manage benefits programs that deliver employee satisfaction, as well as develop solutions that meet your budget goals.

Personal Insurance

We provide insurance for your life, home, auto—and your future by evaluating your risk exposure.

Because we understand that you are unique, with different parts making up your financial and insurance puzzle, we intentionally foster relationships with best-in-class partners in order to provide you with a full suite of integrated products. These solutions include Payroll, HR & Safety Consulting, and Executive and Retirement Planning.

Download a printable version of our products and solutions.

News & Events

March 28, 2012: Legislative Brief - Healthy San Francisco Update

January 11, 2012: Legislative Brief - Healthy San Francisco: Ordinance Modified, But Is It Over?

December 20, 2011: Legislative Brief - W-2 Health Care Reporting Requirements: Once and For All - For Now

December 7, 2011: Legislative Brief - Final Regulations Issued On Medical Loss Ratio

November 18, 2011: Legislative Brief - Supreme Court will Hear PPACA Challenges

April 15, 2011: Sheryl Lewis Joins CCI Financial & Insurance Solutions as Senior Vice President of Business Development

March 17, 2011: Anita Wasserburger Joins CCI Financial & Insurance Solutions as Senior Vice President

March 15, 2011: Alice Hoffman Joins CCI Financial & Insurance Solutions as Account Manager and Wellness Coordinator