Financial Trailblazer: Catherine Magaña's Journey

Carlsbad: People, Purpose and Impact

Are you ready to dive deep into the world of finance and find out how one woman is changing the game for female empowerment in the industry? Welcome to episode 110 of Carlsbad: People, Purpose, and Impact! I am your host, Bret Schanzenbach, and today we're sitting down with the phenomenal Catherine Magaña, managing partner of WWM Financial.

Catherine's journey is nothing short of inspiring—from her early days learning the ropes in a male-dominated field to launching Savvy Woman Wealth Management, a division aimed at educating women on all things fiscal.

Join us as we explore Catherine's professional evolution, her strategic move during the 2008 financial crisis, and how her core values of family, community, and integrity shape her work and philanthropy. Plus, find out how the addition of tax strategist Rachel Ivanovic is revolutionizing the services at WWM Financial!

Don't miss this episode packed with insights and Catherine's powerful message of financial literacy and independence. Tune in to learn, be inspired, and maybe even discover your path to financial empowerment!

Catherine's Bio:

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 and Savvy Women Wealth Management (“SWWM”) a subsidiary which she helped found in 2011.

Catherine graduated from Cal Poly San Luis Obispo with a bachelor’s degree in business administration. She enjoys walking/running in local 5K’s (Carlsbad 5000 and Encinitas 5K), learning how to play golf and spending time at Moonlight Beach with her family. Catherine enjoys new adventures. She has zip lined in the mountains, rock climbed, and has even walked through hot coals barefoot! Catherine is active in local community service activities such as Holiday Baskets, Fill the Plate, and Backpacks for Kids.

Catherine is well respected among other San Diego business professionals and participates in many organizations. She was awarded “2018 Five Star Wealth Manager,” “2016 Carlsbad Chamber Small Business Awards for Women Owned Business,” “2016 Carlsbad Chamber Go Giver Award,” “NCPC Volunteer of the Year for The Carlsbad Charitable Foundation” and was a finalist in the 2016 San Diego Business Journal Women Who Mean Business awards. She serves as a Board Member and Chair of the Government Affairs Committee for the Carlsbad Chamber of Commerce, is the past Chair of Board of Directors and past Grants Chair for the Carlsbad Charitable Foundation, is an Executive Board member and past President for the Financial Planning Association of San Diego.

She has been married to Joscelin since 2000. They have twins – a boy and girl, Phoenix and Madison.

Check out these Links:

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Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting