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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

The Value of a Stop-Loss Strategy

Why you may want to have one in place in any market climate. Provided by Marc Aarons@ Money Managers, Inc. What is a stop-loss strategy,…

Cybercurrencies: A Risky Choice in 2018

Cybercurrencies: A Risky Choice in 2018 This year, we have seen the downside of bitcoin & other altcoins.  Provided by Marc Aarons @ Money Managers,…

What Do You Have in Reserve for 2018?

What Do You Have in Reserve for 2018? Build your emergency fund this year. Provided by Marc Aarons @ Money Managers, Inc. How much does…