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

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Catherine M. Magaña

Managing Partner | CERTIFIED FINANCIAL PLANNER™

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Kerry A. Harmon

Chief Compliance Officer / Office Manager

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Vincent Stefano

Portfolio Manager / Wealth Advisor vincent@wwmfinancial.com

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Rachel Ivanovich, EA, MBA

Tax Strategist / Wealth Advisor

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Joscelin Y. Magaña

Digital Marketing Manager

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Greg Carroll

Portfolio Manager / CERTIFIED FINANCIAL PLANNER™

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