Live Your Life Inspired

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 has worked in the investment services industry since 1986, starting at Dunhill Investments and then moving the following year to E.F. Hutton (which through many mergers and acquisitions is now Morgan Stanley Wealth Management), where he worked for 24 years until he helped found Wolff Wiese Magaña dba WWM Financial in 2011.

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Steve has many years of experience as a senior portfolio manager and is currently responsible for overseeing investment decisions. He also assists in the development of investment plans and day to day investment decisions.

Steve graduated from the University of Missouri in 1974 with a Bachelor of Journalism degree. Previously, he worked as a sports writer, sports editor, and managing editor for several newspapers. He also owned a railroad construction business and a video production company prior to becoming a Financial Advisor.

Additionally, Steve started The Wolff Family Endowment for Mental Health in order to raise money to benefit the mentally ill. The endowment is housed at the Rancho Santa Fe Foundation. Steve is an avid golfer and a member of Shadowridge Country Club. He has been married to Micki since 1976. Steve and Micki have two grown children, Brian and Danny, and two grandchildren, Gavin and Hannah

Catherine M. Magaña


Catherine began her financial management career at Smith Barney (now Morgan Stanley Wealth Management) in 1999. 

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She then partnered with Steve Wolff and Cliff Wiese in 2004 while at Smith Barney and now serves as a CERTIFIED FINANCIAL PLANNER™ for Wolff Wiese Magaña, dba WWM Financial which she helped found in 2011.

Catherine graduated from Cal Poly San Luis Obispo with a bachelor’s degree in business administration. She enjoys walking/running in local 5K’s (Carlsbad 5000 and Encinitas 5K), learning how to play golf and spending time at Moonlight Beach with her family. Catherine enjoys new adventures. She has zip lined in the mountains, rock climbed, and has even walked through hot coals barefoot!

Catherine is active in local community service activities such as Holiday Baskets, Fill the Plate, and Backpacks for Kids. Catherine is well respected among other San Diego business professionals and participates in many organizations. She was awarded “2013 to 2023 Five Star Wealth Manager,” “2021 Carlsbad Chamber Champion Award,” “2018 Carlsbad Chamber Small Business Community Impact Award,” “2017 Carlsbad Chamber Committee Chair of the Year,” “2016 Carlsbad Chamber Small Business Awards for Women Owned Business,” “2016 Carlsbad Chamber Go Giver Award,” “NCPC Volunteer of the Year for The Carlsbad Charitable Foundation” and was a finalist in the 2016 San Diego Business Journal Women Who Mean Business awards.

She serves as a Board Member, Past Chair of the Board and Past Chair of the Government Affairs Committee for the Carlsbad Chamber of Commerce, is a Member and the Past Chair of Board of Directors for the Carlsbad Charitable Foundation, is a Member and Past President for the Financial Planning Association of San Diego and Past President of the Financial Planning Association of California. Catherine attends Coastline Church in Carlsbad. She has been married to Joscelin since 2000. They have twins – a boy and girl, Phoenix and Madison.

Vincent Stefano

Portfolio Manager / Wealth Advisor

Vincent has worked in the Financial Services industry since 1983 and has been actively managing growth stock portfolios on a discretionary basis since 1992 as President of Fred Alger Asset Management in San Francisco.
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Throughout his career as a buy-side equity analyst and portfolio manager, Vincent has focused on New Innovation companies, predominantly smaller to mid-capitalization in size with a strong bias toward healthcare, technology and retail. In 1999 as a founding Principal / Portfolio Manager of Viewpoint Investment Partners, Vincent was responsible for managing and growing assets under management in addition to developing numerous risk management tools for the firm’s long / short limited partnerships. Prior to joining WWM Financial in January 2013, Vincent had worked for Crowell Weedon. At WWM Financial, he is primarily responsible for managing client assets in the firm’s New Innovations Portfolio, adhering to a disciplined investment process with risk management controls. Vincent received his Bachelor of Arts in History from Canisius College in 1978. He has been married to Ann since 1985. They have two children, William and Katherine. Vincent is an avid golfer and plays at Fairbanks Ranch Country Club.

Kerry A. Harmon

Chief Compliance Officer / Office Manager

Kerry started her career in the financial services industry in 1994. Through all of her industry experience, she has earned the title of Chief Compliance Officer/Office Manager at WWM Financial.

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Originally from Portland, Oregon, Kerry lived in Hawaii before settling in San Diego’s North County. She is responsible for compliance, daily operations, client service and account maintenance. Kerry has a certificate of completion for computerized accounting from Columbia College of Business in Clackamas, Oregon.

Kerry volunteers her time for many community service organizations such as Holiday Baskets, Fill the Plate, Military Outreach Ministry, and the Boys and Girls Club. Kerry attends Coastline Church in Carlsbad and serves as Treasurer of Soroptimist International Oceanside Carlsbad. Kerry won the 2015 Carlsbad Chamber of Commerce Workplace MVP Award. Kerry enjoys walking in local 5Ks, bike riding, reading and is learning to play golf. She is married to Mark and they have one grown son, Brandon.

Greg Carroll


Having started his financial services career in 1995 with Smith Barney (now Morgan Stanley), Greg brings a tremendous amount of knowledge to the firm.

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After his time with Smith Barney, Greg joined UBS, where he specialized in risk management, retirement planning, and providing customized investment solutions. In 2008 Greg co-founded Sterling Global Strategies, a firm that specialized in developing and implementing proprietary tactical investment models, designed to mitigate volatility and downside market exposure.

Greg received his Bachelor’s Degree from Arizona State University, and now resides in Carlsbad with his wife and two children. Greg is an active supporter of the local community having served for 15 years on the Board of Directors of the Boys and Girls Club of San Marcos, including being the past Chairman of the Board.

He also has volunteered many hours coaching his children’s sports teams. In addition to his involvement with the community, he leads an active lifestyle which includes his passion for playing golf, snowboarding and participating in local athletic leagues.

Greg is married to Rebecca and has two children, Cameron and Ashley.

Rachel Ivanovich, MBA, EA

Tax Professional & Wealth Advisor

Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.

Born and raised in the Pacific Northwest, Rachel and her family moved over 40 times by the time she was 30 years old.

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Selected to represent the USA in Germany in 1988 by the Congress-Bundestag Youth for Understanding program, Rachel developed a love for other cultures and a deep empathy for peoples of different backgrounds. After spending a decade of her life living in Germany, Rachel and her two children landed in Carlsbad, California.

Longing to put down roots, live more simply and find a place to call home, Rachel started a tax practice and named the fledgling business Easy Life Management (ELM). After having grown the original tax practice and business management firm to over 700 clients and a team of six, Rachel transitioned more than half of her tax practice in 2019 to another tax advisory firm to follow her lifelong dream of helping fellow entrepreneurs to develop their vision, grow their businesses and live to their full potential.

Rachel is married to a California native and is the mother of five amazing young adults. Community service is one of Rachel’s biggest passions. She serves as Vice-Chair for the Agua Hedionda Lagoon Foundation and is a board member for the Carlsbad Chamber of Commerce. She is also an active member of the Carlsbad Hi-Noon Rotary Club. She is extremely dedicated to working with young adults and empowering them to launch and grow their own businesses. She and her team teach financial literacy and other life skills through a variety of programs.

In her free time, Rachel enjoys spending time with her husband, Cole, her friends and family, outdoor activities and is currently learning to play the cello!

Joscelin Y. Magaña

Digital Marketing Manager |

Joscelin grew up in Aptos, a town in Northern California near Santa Cruz. After graduating from Pepperdine University in Malibu, California, he excelled as an executive recruiter in Irvine before moving to Long Beach to work in commercial finance, helping businesses secure funds for capital equipment.

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Joscelin grew up in Aptos, a town in Northern California near Santa Cruz. After graduating from Pepperdine University in Malibu, California, he excelled as an executive recruiter in Irvine before moving to Long Beach to work in commercial finance, helping businesses secure funds for capital equipment.

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