Success as a female advisor is not only about long hours and elbow grease.
Great success is often a result of a defining moment in our lives—a moment when we choose to go our own way, and begin to carve out our own path, defying industry pressures, because it feels right and is what authenticity is all about.
In this episode, Adri speaks to Catherine Magaña, managing partner and CERTIFIED FINANCIAL PLANNER™ professional at WWM Financial about how she fearlessly embraced her authentic self, and transformed her business as an advisor to help both women and men understand their true financial success.
Adri and Catherine discuss:
- The change in a woman’s role in the financial industry
- Managing building a business while still following industry protocols
- Balancing having a family and running a successful business
- How the focus shifted for WWM Financial from men to women
- Advice Catherine has for other female advisors
- And more
Connect with Catherine Magaña:
Connect with Adri Miller-Heckman:
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
About our Guest:
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 (TM) for Wolff Wiese Magaña, dba WWM Financial which she helped found in 2011. Catherine graduated from Cal Poly San Luis Obispo with a bachelor’s degree in business administration. 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 “2013 to 2021 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 Chairwoman of the Board and Past Chair of the Government Affairs Committee for the Carlsbad Chamber of Commerce, is a Member and the Past Chair of Board of Directors for the Carlsbad Charitable Foundation, is a Board Member and Past President for the Financial Planning Association of San Diego and an Executive Board Member of the Financial Planning Association of California.