Marc Aarons

Marc Aarons
President & Founder

Call my personal cell 714-470-3430, stop guessing about your financial future.   We specialize in personal friendly care for our clients.  If you are in need of a financial planner, retirement planner, certified financial planner, investing advisors, wealth advisor or investment planner, we are only a phone call away, 714-887-8000.

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My Personal Mission Statement

My goal in life is to help individuals, families, and small businesses to become financially stable. When I help people obtain their goals, it gives me a sense of purpose in my life. I want to have an effect on my clients’ financial well being!

About Marc Aarons

Marc has extensively studied the financial, physical, emotional and personal issues affecting today’s business owners, and executives (including the financial demands linked to increased longevity).

Since Marc speaks fluent Japanese, Money Managers Inc. also advises Nikkei business owners. In addition to holding a degree in International Economic Relations from Oklahoma State University, Marc also holds a certificate in Asian Studies from Kyoto University. While living in Japan, he earned a black belt in judo, and studied Japanese language, culture, government, history, literature, and Japanese business culture. His knowledge of world markets is especially important in today’s volatile global economy.

King Carl XVI Gustaf, Honorary Chairman of the World Scouting Foundation, and the person on the right is Rick Cronk at the time of the picture he was the President of the Boy Scouts of America.
King Carl XVI Gustaf, Honorary Chairman of the World Scouting Foundation, and the person on the right is Rick Cronk at the time of the picture he was the President of the Boy Scouts of America.

Marc’s character has been heavily influenced by his lifelong involvement with the Boy Scouts of America. He helped instill character and leadership in young men and women by being on the National Committee for BSA, and was the Vice Chairman for Awards and Recognition for the Relationship Committee for Jewish Scouting. He also served as the Boy Scouts’ International Committee Chairman for Orange County, CA. Marc has been awarded many of Scouting’s highest honors. He is an Eagle Scout with three Silver Palms and a recipient of the Silver Beaver, and King Carl XVI Gustaf of Sweden personally presented him with the Baden-Powell World Fellowship Award.

Recently, he flew to Germany to receive the International Scouter’s Award, and South Africa to advise on Scouting projects. He is also a recipient of Rotary International’s Cliff Dochterman Award, recognizing him as a role model who has provided distinguished and dedicated service.

Marc’s character has been heavily influenced by his lifelong involvement with the Boy Scouts of America. He helped instill character and leadership in young men and women by being on the National Committee for BSA, and was the Vice Chairman for Awards and Recognition for the Relationship Committee for Jewish Scouting. He also served as the Boy Scouts’ International Committee Chairman for Orange County, CA. Marc has been awarded many of Scouting’s highest honors. He is an Eagle Scout with three Silver Palms and a recipient of the Silver Beaver, and King Carl XVI Gustaf of Sweden personally presented him with the Baden-Powell World Fellowship Award.

Recently, he flew to Germany to receive the International Scouter’s Award and South Africa to advise on Scouting projects. He is also a recipient of Rotary International’s Cliff Dochterman Award, recognizing him as a role model who has provided distinguished and dedicated service.

  • Marc is on the Advisory Board for City of Las Vegas Police Chief. 2024- Present.
  • Marc is on the Rotary International District 5320 Foundation Committee 2023-Present
  • Marc is on the Rotary Club of Orange County Digital Foundation board. 2021- Present.
  • Marc is currently on the Advisory Board for California State Long Beach University: College of Business & Administration.
  • Marc was the President & Founder of Rotary Club of Orange County Digital in District 5320 2020- 2021.
  • Marc was the District Governor for Rotary District 5320, Southern California, for 2019-2020.
  • Marc was the President for 2009-2010 of the Rotary Club of Newport-Balboa.
  • Marc was on the Rotary Club of Newport Balboa Board as the Treasurer, Vocational Chair, V.P. Ethics, International Chair, and Immediate Past President..
  • Marc was the Assistant District Governor for Rotary District 5320 for two terms: 2013 -2014 & 2014-2015
  • Marc is on the Rotary District 5320 Training Committee & Membership Committee. In addition, a member of the Advisory Board to the District Governor of Rotary District 5320 for 2015-2016 & 2016-2017.
  • Marc is also involved in the Aids Service Foundation of Orange County, CA.
  • Marc volunteers at Century High School teaching Business Ethics, Personal banking, and finance to Sophomores, Juniors, and Seniors through the Junior Achievement program.
  • Marc is on the Advisory Board for Century High School E-Business Academy.