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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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Recent News

Recent Financial News


Financial Articles

Financial News, Economic Updates & Analysis

Understanding Inherited IRA’S

What beneficiaries need to know and consider. Provided by Marc Aarons @ Money Managers, Inc.   At first glance, the rules surrounding inherited IRAs are…

Retirement Plan Trusts

These tools can shield inherited IRA assets from lawyers and creditors. Provided by Marc Aarons @ Money Managers, Inc.  Inherited IRA assets are vulnerable in…

QUARTERLY ECONOMIC UPDATE

Presented by: Marc Aarons @ Money Managers, Inc.          A review of Q3 2017 THE QUARTER IN BRIEF Encouraging economic data and…