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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
Retirement that was planned

Think About Your Lifestyle Before You Retire: Sometimes planning for retirement isn’t entirely about money.

   Provided by Money Managers Inc.  How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time,…


UK Separation from EU! What does it mean?

Most of you are aware that yesterday the citizens of the United Kingdom elected by a narrow majority margin to terminate their nation's membership in the European Union (E.U.), which was…


College Funding Options: You can plan to meet the costs through a variety of methods.

  Provided by Marc Aarons @ Money Managers Inc.  How can you cover your child’s future college costs? Saving early (and often) may be the…