Start working with people you can trust.

Focus on your life while our professionals manage your wealth.

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

Read More

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

Read More

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.

Read More

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.

Read More

Lori Berube

Executive Assistant

Lori comes to Money Managers Inc. with 10 years of executive experience with a Degree in Marketing & Business Administration, along with being a certified notary.

Read More

Determine Your Risk Tolerance

Press the button to get started:
portfolio risk analysis button -400

Recent News

Recent Financial News

Financial Articles

Financial News, Economic Updates & Analysis

Now 64? Prepare to Sign Up for Medicare.

This is the time to arrange lifelong health coverage. Provided by Marc Aarons @ Money Managers, Inc.   Age 64 is the age when you…

Quarterly Economic Update for Q3, 2017

QUARTERLY ECONOMIC UPDATE Provided by Marc Aarons @ Money Managers, Inc.   QUOTE OF THE QUARTER   “Keep your eyes on the stars, and your…

Should We Reconsider What “Retirement” Means?

The notion that we separate from work in our sixties may have to go. Provided by Marc Aarons @ Money Managers, Inc. An executive transitions…