WWM Financial Information
Contact top employees from
WWM Financial
Summary
We are an independent financial advisory firm with a team approach to providing financial planning solutions for high net worth individuals and families.
With experience in the financial ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Planning Solutions, Investment Advisory
Founded
2011
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at WWM Financial shows a diverse range of experience levels:
17% have been with the company for less than 1 year25% for 1–2 years8% for 5–7 years25% for 8–10 years25% have over 11 years of service at WWM FinancialEx-employees positions
In Company
In New Company
Contact top employees from
WWM Financial
Vincent Stefano
Portfolio Manager/Portfolio Advisor
Greg Carroll
Vice President - Wealth Advisor
Steve Wolff
Managing Partner
Rachel Ivanovich EA
Wealth Advisor
Catherine Magana
Managing Partner, CFP®
Itzel Monarrez
Paraplanner
Megan Busch
Sales/Wealth Management Intern
Michael Coveney
Marketing Intern
Brooke Nguyen
Wealth Management & Sales Intern
