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The Money Managers, Inc. Team

Trusted Professionals

Marc Aarons

President & Founder

Marc has extensively studied the financial, physical, emotional and personal issues affecting today’s business owners, executives, and seniors (including the financial demands linked to increased longevity).

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Paul Parotti CFP orange county wealth management california investment firm

Paul Parotti, CFP®

Certified Financial Planner™

Paul is a CERTIFIED FINANCIAL PLANNER™, specializing in financial planning, investment management, and providing 401(k) co-fiduciary services. CA LIC: 0G00602

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J. Davis

Executive Assistant

Ms. Davis comes to Money Managers Inc. with over 15 years of extensive client service experience and a Degree in Criminal Justice.

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Financial News, Economic Updates & Analysis

TSP Withdrawal Options Are Changing: New rules could soon mean more flexibility.

Provided by Marc Aarons @ Money Managers Inc.  By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal choices for their…

Retirement Plans for Individuals & Businesses: A look at some of the choices.

Provided by Marc Aarons @ Money Managers Inc.   Households are saving too little for the future. According to one new analysis, 41% of Gen…

A Review of Q1 2018 Quarterly Economic Update

Marc Aarons @ Money Managers, Inc. Presents:   QUARTERLY ECONOMIC UPDATE   QUOTE OF THE QUARTER   “Time is the coin of your life. It…