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 |2014-04-11T00:13:05-08:00September 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 |2013-09-24T22:02:19-08:00September 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 |2013-09-24T22:02:27-08:00September 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 |2019-12-17T12:02:10-08:00September 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 |2019-12-17T12:02:10-08:00September 19th, 2013|News|0 Comments


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 [...]

By |2019-12-17T12:02:10-08:00September 19th, 2013|News|0 Comments