Introducing The WWM Financial Team

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Steven R. WolffManaging Partner | steve@wwmfinancial.com
Steve has worked in the investment services industry since 1986, starting at Dunhill Investments and then moving the following year to E.F. Hutton (which through many mergers and acquisitions is now Morgan Stanley Wealth Management), where he worked for 24 years until he helped found Wolff Wiese Magaña dba WWM Financial in 2011. Steve has many years of experience as a senior portfolio manager and is currently responsible for overseeing investment decisions. He also assists in the development of investment plans and day to day investment decisions. Steve graduated from the University of Missouri in 1974 with a Bachelor of Journalism degree. Previously, he worked as a sports writer, sports editor, and managing editor for several newspapers. He also owned a railroad construction business and a video production company prior to becoming a Financial Advisor. Additionally, Steve started The Wolff Family Endowment for Mental Health in order to raise money to benefit the mentally ill. The endowment is housed at the Rancho Santa Fe Foundation. Steve is an avid golfer and a member of Shadowridge Country Club. He has been married to Micki since 1976. Steve and Micki have two grown children, Brian and Danny, and two grandchildren, Gavin and Hannah.

WWM Cliff

Clifford A. WiesePartner | Chartered Retirement Planning Counselor SM | cliff@wwmfinancial.com
After growing up on a farm in Fort Wayne, Indiana, at the age of 17, Cliff left home to attend the United States Naval Academy in Annapolis, Maryland, graduating with distinction in 1966. Prior to becoming a Financial Planning Specialist and Chartered Retirement Planning Counselor (SM), Cliff spent 28 years in the U.S. Navy’s nuclear submarine program, including three command tours, and retired as a Captain. He then worked in private industry as a senior manager in defense contracting, providing services in information technology and telecommunications. In 1999, he transitioned to a career in the financial services industry with Smith Barney (now Morgan Stanley Wealth Management) and two years later, while still at the same firm, partnered with Steve Wolff while focusing on financial planning and asset management. Cliff is primarily responsible for the development of clients’ financial plans with Wolff Wiese Magaña, dba WWM Financial which he helped found in 2011. Cliff is a member of St. Elizabeth Seton Catholic Church in Carlsbad where he sings in the church choir. He has been married to Yvonne since 1971. They have three grown sons, Todd, Peter, and Andrew, and three grandchildren, Andrew, Christian and Camryn.

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Catherine M. MagañaManaging Partner | CERTIFIED FINANCIAL PLANNER TM | catherine@wwmfinancial.com
Catherine began her financial management career at Smith Barney (now Morgan Stanley Wealth Management) in 1999. She then partnered with Steve Wolff and Cliff Wiese in 2004 while at Smith Barney and now serves as a CERTIFIED FINANCIAL PLANNER (TM) for Wolff Wiese Magaña, dba WWM Financial which she helped found in 2011. Catherine graduated from Cal Poly San Luis Obispo with a bachelor’s degree in business administration. She enjoys walking/running in local 5K’s (Carlsbad 5000 and Encinitas 5K), learning how to play golf at Shadowridge Country Club, and spending time at Moonlight Beach with her family. Catherine enjoys new adventures. She has zip lined in the mountains, rock climbed, and has even walked through hot coals barefoot! Catherine is active in local community service activities such as Holiday Baskets, Fill the Plate, and Backpacks for Kids. Catherine is well respected among other San Diego business professionals and participates in many organizations. She was awarded “2016 Five Star Wealth Manager,” “2016 Carlsbad Chamber Small Business Awards for Women Owned Business,” “2016 Carlsbad Chamber Go Giver Award,” “NCPC Volunteer of the Year for The Carlsbad Charitable Foundation” and was a finalist in the 2016 San Diego Business Journal Women Who Mean Business awards. She serves as a Board Member and Chair of the Government Affairs Committee for the Carlsbad Chamber of Commerce, is the Chair of Board of Directors and past Grants Chair for the Carlsbad Charitable Foundation, is an Executive Board member and President-Elect for the Financial Planning Association of San Diego. Catherine attends Coastline Church in Carlsbad. She has been married to Joscelin since 2000. They have twins – a boy and girl, Phoenix and Madison.

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WWM Vince

Vincent StefanoPortfolio Manager / Wealth Advisor vincent@wwmfinancial.com
Vincent has worked in the Financial Services industry since 1983 and has been actively managing growth stock portfolios on a discretionary basis since 1992 as President of Fred Alger Asset Management in San Francisco. Throughout his career as a buy-side equity analyst and portfolio manager, Vincent has focused on New Innovation companies, predominantly smaller to mid-capitalization in size with a strong bias toward healthcare, technology and retail. In 1999 as a founding Principal / Portfolio Manager of Viewpoint Investment Partners, Vincent was responsible for managing and growing assets under management in addition to developing numerous risk management tools for the firm’s long / short limited partnerships. Prior to joining WWM Financial in January 2013, Vincent had worked for Crowell Weedon. At WWM Financial, he is primarily responsible for managing client assets in the firm’s New Innovations Portfolio, adhering to a disciplined investment process with risk management controls. Vincent received his Bachelor of Arts in History from Canisius College in 1978. He has been married to Ann since 1985. They have two children, William and Katherine. Vincent is an avid golfer and plays at Fairbanks Ranch Country Club.

WWM Kerry

Kerry A. HarmonChief Compliance Officer / Office Manager kerry@wwmfinancial.com
Kerry started her career in the financial services industry in 1994. Through all of her industry experience, she has earned the title of Chief Compliance Officer/Office Manager at WWM Financial. Originally from Portland, Oregon, Kerry lived in Hawaii before settling in San Diego’s North County. She is responsible for compliance, daily operations, client service and account maintenance. Kerry has a certificate of completion for computerized accounting from Columbia College of Business in Clackamas, Oregon. Kerry volunteers her time for many community service organizations such as Holiday Baskets, Fill the Plate, Military Outreach Ministry, and the Boys and Girls Club. Kerry attends Coastline Church in Carlsbad and serves as Treasurer of Soroptimist International Oceanside Carlsbad. Kerry won the 2015 Carlsbad Chamber of Commerce Workplace MVP Award. Kerry enjoys walking in local 5Ks, bike riding, reading and is learning to play golf. She is married to Mark and they have one grown son, Brandon.

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Scott A. McClatcheyWealth Advisor | CERTIFIED FINANCIAL PLANNER TM | scott@wwmfinancial.com
Scott began his financial services career in 2006 as an independent financial advisor with Raymond James Financial Services. He then co-founded Alliance Investment Planning Group in December 2007 along with 3 partners. Alliance Investment Planning Group is based in Carbondale, IL and is affiliated with LPL Financial Services. At Alliance, Scott specialized in providing investment strategies, retirement planning, and insurance services. He became a CERTIFIED FINANCIAL PLANNERTM in 2011, enabling him to offer a broader array of services spanning investments, insurance, retirement planning, estate planning, and tax mitigation strategies. In April 2017, Scott joined WWM Financial as a wealth advisor and CFP®. At WWM, he specializes in financial planning and investment strategies for business owners, company executives, professionals, and high net worth individuals and families.
Prior to entering the financial services industry, Scott had a 22-year career as a satellite systems engineer and business/management specialist in the satellite communications and services industry. His tenure spanned HUGHES Electronics, Ball Aerospace, DIRECTV, and XM Satellite Radio where he provided business development, technology consulting, advanced products development, and marketing following an initial stint as a communications systems engineer. His degrees include Bachelor’s and Master’s degrees in Electrical Engineering from the University of Illinois and a Master’s in Business Administration (MBA) from UCLA.
Scott likes to stay active by volunteering and giving back to his community. He’s served as president of both the local Kiwanis Club and Public Broadcasting Board while in Carbondale. He also conducted many educational workshops around the community, and was active in the Chamber of Commerce. Scott is a lifetime runner, avid reader, dog lover, devoted husband and father, craft beer enthusiast, music lover, and space junkie. He has been married for 34 years and has 2 adult children, Kyle and Megan. He and his wife Kay live in North County San Diego with their golden retriever Biscuit.