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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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
CEO & Chief Compliance Officer, Money Managers, Inc.
Marc S. Aarons is the founder, CEO, and Chief Compliance Officer of Money Managers, Inc. (MMI), an independent registered investment advisory firm serving individuals, families, business owners, and charities across California, Nevada, and beyond. Since launching MMI in 2009, Marc has guided clients through changing markets with a focus on clarity, discipline, and long-term relationships.
As of December 31, 2024, Marc oversees more than $53 million in assets under management, supervising the firm’s investment approach, planning strategies, and regulatory compliance.
A Holistic Approach to Wealth
Marc has extensively studied the financial, physical, emotional, and personal issues affecting today’s business owners and executives—including the financial demands that come with increased longevity. His advice goes beyond portfolios and tax returns, helping clients navigate life transitions, family dynamics, and long-term planning.
As a fiduciary, Marc is committed to putting clients’ interests first in every recommendation.
Global Perspective & Japanese Expertise
Marc’s background includes:
B.A. in International Economic Relations with a minor in Japanese
Asian Studies Certificate, Kyoto University (Japan)
Fluent Japanese speaker
Earned a black belt in judo while living in Japan
Because of his fluency and cultural familiarity, Marc also advises Nikkei business owners. His exposure to world markets and international business provides critical insight in today’s global economy.
Scouting, Character & Global Service
Marc’s character has been shaped by a lifetime of service with the Boy Scouts of America. He has served in roles including:
- National Committee, Boy Scouts of America
- Vice Chairman for Awards & Recognition, Jewish Scouting
- International Committee Chairman, Boy Scouts of America, Orange Coun
Marc has received many of Scouting’s highest honors:
- Eagle Scout with three Silver Palms
- Silver Beaver Award
- Baden-Powell World Fellowship Award (presented by King Carl XVI Gustaf of Sweden)
- International Scouter’s Award
- Rotary International Cliff Dochterman Award
Marc has traveled worldwide—including Germany and South Africa—to support Scouting leadership projects.
Rotary & Community Leadership
Current Roles
- Advisory Board Member, City of Las Vegas Police Chief (2024–Present)
- District 5320 Foundation Committee, Rotary International (2023–Present)
- Board Member, Rotary Club of Orange County Digital Foundation (2021–Present)
Past Rotary & Community Roles
- District Governor, Rotary District 5320 (2019–2020)
- President & Founder, Rotary Club of Orange County Digital (2020–2021)
- President, Rotary Club of Newport-Balboa (2009–2010)
- Treasurer, Vocational Chair, Vice President of Ethics, International Chair, and Immediate Past President, Rotary Club of Newport-Balboa
- Assistant District Governor, Rotary District 5320 (2013–2014; 2014–2015)
- Member, Rotary District 5320 Training and Membership Committees
- Advisory Board to the District Governor (2015–2016; 2016–2017)
- Active supporter, AIDS Services Foundation of Orange County
- Advisory Board Member, California State University Long Beach – College of Business & Administration
- Advisory Board Member, Century High School E-Business Academy
- Volunteer Instructor, Century High School (Junior Achievement program)
Professional Background & Regulatory Record
Born in 1971, Marc has worked in financial services since the early 2000s. Before founding MMI in 2009, he served as a registered representative at various broker-dealer firms, gaining experience in investment planning, compliance, and client relations.
Marc has no legal, civil, regulatory, or disciplinary history, as confirmed in his Form ADV filings.