Live Your Life
The vast knowledge and expertise of the WWM FINANCIAL team can allow you to lead your life inspired and free from financial constraints. Achieve your biggest goals through sound investments and financial planning.
Steven R. Wolff
Managing Partner | steve@wwmfinancial.com
Catherine M. Magaña
Managing Partner | CERTIFIED FINANCIAL PLANNER™ | catherine@wwmfinancial.com
Kerry A. Harmon
Chief Compliance Officer / Office Manager kerry@wwmfinancial.com
Vincent Stefano
Portfolio Manager / Wealth Advisor vincent@wwmfinancial.com
Rachel Ivanovich, EA, MBA
Tax Strategist / Wealth Advisor | rachel@wwmfinancial.com
Joscelin Y. Magaña
Digital Marketing Manager | jos@wwmfinancial.com
Greg Carroll
Portfolio Manager / CERTIFIED FINANCIAL PLANNER™ | greg@wwmfinancial.com