Catherine Mary Magana
Investment adviser representative at Wwm Financial
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$381.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Wwm FinancialJul 2011 to now
- Purshe Kaplan Sterling InvestmentsJul 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wwm Financial
Legal name: Wolff Wiese Magana LLC
$381.8MAssets managed
570Clients
4Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3235785
- Firm CRD
- 157620