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


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

Insurance and Investments

A good financial strategy is not just about “making money;” it is also about protection. Provided by Marc Aarons  Some people mistake investing for financial…

How Will You Spend Your Retirement Savings?

Keep an eye on where it goes, as some destinations may be better than others.  Provided by Marc Aarons You can probably envision how most…

Have a Plan, Not Just a Stock Portfolio

Diversification still matters. One day, this bull market will end.  Provided by Marc Aarons  In the first quarter of 2017, the bull market seemed unstoppable.…