Vince Stefano, Portfolio Manager WWM Financial During the past 6-9 months ending in February of this year, the vast number of technology, retail and healthcare stocks in our New Innovations Portfolio, especially biotechnology, surged to all-time highs. Momentum built among high frequency traders as they continued their buying spree, regardless of market or stock price [...]
Five Star Wealth Manager Catherine Magana represents the best of what WWM Financial stands for. She leads WWM in its focus on women’s finances through our “Savvy Women Invest on Purpose” educational series. WWM assists widows, divorcees, woman changing careers and spouses wishing to learn about financial matters. Team approach to financial advice [...]
WWM Financial is extremely pleased to welcome Jodi Mills as an Administrative Assistant to the firm. Jodi joined WWM Financial in a support role in April 2013. She is currently responsible for administrative duties for the firm supporting both the compliance department and the advisory department.Payday Loan With Direct Lender Only
WWM Financial is growing!! We are extremely pleased to welcome Vincent Stefano to our firm. Vince has been in the financial services business since 1983, most recently working for Crowell Weedon. Vince has been managing stock portfolios for many years, and we are excited that he is managing a “New Innovations” portfolio of individual stocks [...]
WWM : Why did you choose to serve on the Ambassador Committee and how has it helped your business? Magaña: I wanted to help new members learn about the Chamber and how to get involved. This past year, I made several relationships within the committee and actively used the committee members services. Magaña can be [...]
Can our politicians actually work out a compromise before we go over the fiscal cliff? That was the big question that Alan Simpson and Erskine Bowles tried to answer as they spoke to a large audience of financial advisors at the 2012 Charles Schwab Impact Conference November 15th in Chicago, at which I was in [...]
Wolff Wiese Magaña, LLC is an independent financial advisory firm with a team approach to providing financial planning solutions for high net worth individuals and families. Located at 1925 Palomar Oaks Way, Suite 200, in Carlsbad, the firm has many North County clients as well as clients all across the country.
Catherine Magana was nominated and named a finalist for the 19th annual Women Who Mean Business Awards program presented by the San Diego Business Journal and title sponsor Union Bank, along with gold sponsors ESET, and Kaiser Permanente, also including silver sponsors Active Network, Fashion Valley, and Town & Country Resort at the Town and Country [...]