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The Money Managers, Inc. Team

Trusted Professionals

Marc Aarons CSA Orange County Laguna Hills Financial Advisor

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

How Much Will You Spend When You Retire? Provided by Marc Aarons

How Much Will You Spend When You Retire? Will you have enough money to make ends meet? Provided by Marc Aarons   You may have…

Your Annual Financial To-Do List for 2017 ~ Provided by Marc Aarons

  Things you can do Financially for 2017            What financial, business, or life priorities do you need to address for…

Marc Aarons Presents: A review of Q4 2016

QUARTERLY ECONOMIC UPDATE THE QUARTER IN BRIEF Two events strongly influenced U.S. and foreign financial markets in the fourth quarter – one unexpected by many,…