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Our blog will help you stay up to date with all the latest news at WWM FINANCIAL.
WWM Financial is extremely pleased to welcome Jodi Mills as an Administrative Assistant to the firm. Jodi joined WWM Financial in a support role in April 2013. She is currently responsible for administrative duties for the firm supporting both the compliance...
WWM Financial is growing!! We are extremely pleased to welcome Vincent Stefano to our firm. Vince has been in the financial services business since 1983, most recently working for Crowell Weedon. Vince has been managing stock portfolios for many years, and we are...
WWM : Why did you choose to serve on the Ambassador Committee and how has it helped your business? Magaña: I wanted to help new members learn about the Chamber and how to get involved. This past year, I made several relationships within the committee and actively used...
Can our politicians actually work out a compromise before we go over the fiscal cliff? That was the big question that Alan Simpson and Erskine Bowles tried to answer as they spoke to a large audience of financial advisors at the 2012 Charles Schwab Impact Conference...
Wolff Wiese Magaña, LLC is an independent financial advisory firm with a team approach to providing financial planning solutions for high net worth individuals and families. Located at 1925 Palomar Oaks Way, Suite 200, in Carlsbad, the firm has many North County...
Catherine Magana was nominated and named a finalist for the 19th annual Women Who Mean Business Awards program presented by the San Diego Business Journal and title sponsor Union Bank, along with gold sponsors ESET, and Kaiser Permanente, also including silver...
Diversified asset allocation
Access to top professional money managers
Retirement planning, including traditional IRAs, Roth IRAs, education IRAs and rollovers of company retirement plans
Employee stock option analysis
Long-term care planning
Estate preservation services, including succession planning, estate tax minimization and asset protection
Whole life policies
Second-to-die insurance for estate taxes
Deferred compensation plans
Executive financial services
Stock plan services