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

E-mail

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Please let us know what's on your mind. Have a question for me? Ask away.

Catherine M. Magaña

Managing Partner | CERTIFIED FINANCIAL PLANNER™

E-mail

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Please let us know what's on your mind. Have a question for me? Ask away.

Kerry A. Harmon

Chief Compliance Officer / Office Manager

E-mail

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Please let us know what's on your mind. Have a question for me? Ask away.

Vincent Stefano

Portfolio Manager / Wealth Advisor vincent@wwmfinancial.com

E-mail

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Please let us know what's on your mind. Have a question for me? Ask away.

Rachel Ivanovich, EA, MBA

Tax Strategist / Wealth Advisor

E-mail

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Please let us know what's on your mind. Have a question for me? Ask away.

Joscelin Y. Magaña

Digital Marketing Manager

E-mail

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Please let us know what's on your mind. Have a question for me? Ask away.

Greg Carroll

Portfolio Manager / CERTIFIED FINANCIAL PLANNER™

E-mail

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Please let us know what's on your mind. Have a question for me? Ask away.

We'd Love to Hear From You, Get in Touch With US!