Introducing The WWM Financial Team
Catherine began her financial management career at Smith Barney (now Morgan Stanley Wealth Management) in 1999. She then partnered with Steve Wolff and Cliff Wiese in 2004 while at Smith Barney and now serves as a CERTIFIED FINANCIAL PLANNER (TM) 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 at Shadowridge Country Club, 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 “2018 Five Star Wealth Manager,” “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 an Executive Board Member and Past Chair of the Government Affairs Committee for the Carlsbad Chamber of Commerce, is a Board Member and the Past Chair of Board of Directors for the Carlsbad Charitable Foundation, is a Board Member and Past President for the Financial Planning Association of San Diego and a Board Member 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.
Scott began his financial services career in 2006 as an independent financial advisor with Raymond James Financial Services. He then co-founded Alliance Investment Planning Group in December 2007 along with 3 partners. Alliance Investment Planning Group is based in Carbondale, IL and is affiliated with LPL Financial Services. At Alliance, Scott specialized in providing investment strategies, retirement planning, and insurance services. He became a CERTIFIED FINANCIAL PLANNERTM in 2011, enabling him to offer a broader array of services spanning investments, insurance, retirement planning, estate planning, and tax mitigation strategies. In April 2017, Scott joined WWM Financial as a wealth advisor and CFP®. At WWM, he specializes in financial planning and investment strategies for business owners, company executives, professionals, and high net worth individuals and families.
Prior to entering the financial services industry, Scott had a 22-year career as a satellite systems engineer and business/management specialist in the satellite communications and services industry. His tenure spanned HUGHES Electronics, Ball Aerospace, DIRECTV, and XM Satellite Radio where he provided business development, technology consulting, advanced products development, and marketing following an initial stint as a communications systems engineer. His degrees include Bachelor’s and Master’s degrees in Electrical Engineering from the University of Illinois and a Master’s in Business Administration (MBA) from UCLA.
Scott likes to stay active by volunteering and giving back to his community. He’s served as president of both the local Kiwanis Club and Public Broadcasting Board while in Carbondale. He also conducted many educational workshops around the community, and was active in the Chamber of Commerce. Scott is a lifetime runner, avid reader, dog lover, devoted husband and father, craft beer enthusiast, music lover, and space junkie. He has been married for 34 years and has 2 adult children, Kyle and Megan. He and his wife Kay live in North County San Diego with their golden retriever Biscuit.
Prior to entering the financial services industry, Scott had a 22-year career as a satellite systems engineer and business/management specialist in the satellite communications and services industry. His tenure spanned HUGHES Electronics, Ball Aerospace, DIRECTV, and XM Satellite Radio where he provided business development, technology consulting, advanced products development, and marketing following an initial stint as a communications systems engineer. His degrees include Bachelor’s and Master’s degrees in Electrical Engineering from the University of Illinois and a Master’s in Business Administration (MBA) from UCLA.
Scott likes to stay active by volunteering and giving back to his community. He’s served as president of both the local Kiwanis Club and Public Broadcasting Board while in Carbondale. He also conducted many educational workshops around the community, and was active in the Chamber of Commerce. Scott is a lifetime runner, avid reader, dog lover, devoted husband and father, craft beer enthusiast, music lover, and space junkie. He has been married for 34 years and has 2 adult children, Kyle and Megan. He and his wife Kay live in North County San Diego with their golden retriever Biscuit.
