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

Scott A. McClatchey

Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | scott@wwmfinancial.com

Joscelin Y. Magaña

Digital Marketing Manager | jos@wwmfinancial.com

Greg Carroll

Portfolio Manager / CERTIFIED FINANCIAL PLANNER™ | greg@wwmfinancial.com

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

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