About Us

Helping You Get Savvy About Your Finances

The financial advice business has been around for a long time. It was basically invented by men to attract other men. But in the words of Bob Dylan, “The times they are a-changin’.” Today there are more women than men who are graduating with a college degree. More and more women are gaining access to the board rooms of major companies. More women than ever before are starting (or already own) their own businesses. Yet the way that most financial advisory businesses are run today, they still are mired in the men only philosophy. We want to help change that. Savvy Women Wealth Management is dedicated to financial education for women. We want women to feel comfortable about investing whether the topic is about financial planning, investing for retirement, stocks, bonds, long term care or any other investment subject . We want to do so in a caring and nurturing way. We know there are a lot of women who understand and are comfortable with investing, but through our many years of experience, we know there are many women who are intimidated by this whole topic.

In either case, our purpose is to start or further your education about all financial topics. We have also heard many women say to us they do not want to ask investment related questions because they feel “stupid.” Let us assure you that there is no such thing as a stupid question if you don’t know the answer to it. The statistics tell us that women outlive men. The stats also say that about half of all marriages end up in divorce. So one way or another, the statistics tell us that most women will eventually have the responsibility of taking care of their investment decisions. That’s why we have put together our Savvy Women Invest On Purpose seminars along with an educational system we call our Proactive Wealth Process. It’s also why we educate you on investment behavioral science. Through these processes, we will educate you so even if you never have the investment decision responsibility, at least you will be comfortable with your own investments. You will feel like a weight has been lifted off your shoulders. Savvy Up!!

Meet The Team

Catherine Magaña

Managing Partner | CERTIFIED FINANCIAL PLANNER™

Catherine began her financial management career at Smith Barney (now Morgan Stanley Wealth Management) in 1999. She then partnered with Steve Wolff and Cliff Wiese in 2004 while at Smith Barney and now serves as a CERTIFIED FINANCIAL PLANNER™ for Wolff Wiese Magaña, dba WWM Financial which she helped found in 2011.

Rachel Ivanovich, MBA, EA

Tax Professional & Wealth Advisor

Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.

Born and raised in the Pacific Northwest, Rachel and her family moved over 40 times by the time she was 30 years old.

Kerry Harmon

Chief Compliance Officer | Office Manager

Kerry started her career in the financial services industry in 1994. Through all of her industry experience, she has earned the title of Chief Compliance Officer/Office Manager at WWM Financial.

Steve Wolff

Managing Partner

Steve has worked in the investment services industry since 1986, starting at Dunhill Investments and then moving the following year to E.F. Hutton (which through many mergers and acquisitions is now Morgan Stanley Wealth Management), where he worked for 24 years until he helped found Wolff Wiese Magaña dba WWM Financial in 2011.