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The Money Managers, Inc. Team

Trusted Professionals

Marc Aarons, CSA

President & Founder

Marc is a Certified Senior Advisor who has studied the financial, physical, emotional and personal issues affecting today’s business owners, executives, and seniors. CA LIC: 0D27148

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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

Special Projects

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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Sherrié Jones

Client Relations Consultant

Sherrié Jones has been instrumental in expanding our opportunities to better serve our small business clients by cross-selling medical, dental, vision and life products and services.

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Financial Articles

Financial News, Economic Updates & Analysis

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? Provided by Marc Aarons   When you marry or simply share a household with someone,…

Life Insurance Before Age 40

Life Insurance Before Age 40 Millennials have good reasons to obtain coverage now. Provided by Marc Aarons   Do you plan to buy life insurance…

Retirement Account Limits for 2017

2017 Retirement Account Limits How much can you contribute this year? Provided by Marc Aarons   In 2017, you have another chance to max out…