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Catherine Magaña named Ambassador of the month

Catherine Magaña named Ambassador of the month

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...

Will We Drive Over The Fiscal Cliff?

Will We Drive Over The Fiscal Cliff?

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 Oceanside Chamber Ribbon Cutting

Wolff Wiese Magaña Oceanside Chamber Ribbon Cutting

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...

Asset Management

Diversified asset allocation

Investment discipline

Risk management

Individualized approach

Continual monitoring

Access to top professional money managers

Financial Planning

Retirement planning, including traditional IRAs, Roth IRAs, education IRAs and rollovers of company retirement plans

Employee stock option analysis

Education planning

Long-term care planning

Estate Planning

Estate preservation services, including succession planning, estate tax minimization and asset protection

Term insurance

Whole life policies

Second-to-die insurance for estate taxes

Gifting strategies

Business Services

Retirement plans

Deferred compensation plans

Executive financial services

Stock plan services

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