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Our blog will help you stay up to date with all the latest news at WWM FINANCIAL.

WWM Financial Giving Back! Click here to see photos of Powerful Women with Powerful Tools

Kerry and Jodi of WWM Financial volunteering at a Habitat for Humanity project. Kerry Harmon and Jodi Mills from WWM Financial participated in Women Build 2014. During the first week of May 2014 in Imperial Beach, women from all over San Diego came together, swinging their hammers, so families can live in safe, decent, [...]

By | May 23rd, 2014|Blog|0 Comments

Navigating Through a Small Cap Growth Stock Debacle

PATIENCE & PROCESSBy Vincent StefanoMay 8, 2014 Since the beginning of March investors have sold small-mid capitalization growth stocks and deployed that investment capital into more value-oriented larger capitalization ones.  As a result, over this same period smaller stock indices like the Russell Growth and NASDAQ have significantly underperformed the Dow Jones Industrial Average and S&P [...]

By | May 8th, 2014|Blog|0 Comments

Click here to see the Savvy Women “Invest on Purpose” photos!

Welcome Savvy Women! Kerry and Catherine preparing for our Savvy Women "Invest on Purpose Seminar" Our most recent Savvy Women class. Savvy Women "Invest on Purpose"  300 payday loan no teletrack Revealing your Strengths as a Woman to Accomplish MORE with Your Money. You've spent a lifetime using your strengths [...]

By | May 6th, 2014|Blog|0 Comments

Volatility Vortex

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 [...]

By | April 14th, 2014|Blog|0 Comments

2015 Five Star Professional program

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 [...]

By | April 4th, 2014|Blog|0 Comments

WWM Financial, Welcomes Jodi Mills, Administrative Assistant

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

By | September 19th, 2013|Blog, News|0 Comments

WWM Financial, Welcomes Vincent Stefano, Portfolio Manager/Financial Advisor

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 [...]

By | September 19th, 2013|News|0 Comments

Catherine Magaña named Ambassador of the month

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 [...]

By | September 19th, 2013|News|0 Comments

Will We Drive Over The Fiscal Cliff?

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 [...]

By | September 19th, 2013|News|0 Comments

Wolff Wiese Magaña Oceanside Chamber Ribbon Cutting

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.

By | September 19th, 2013|News|0 Comments