M&M Between its two Advisors, M&M Wealth Management boasts more than four decades of combined experience in investment management, financial planning, and insurance.

Eric Marvin, holding the titles of CFP® and CRPC®, graduated with a Bachelor of Science in Finance. Guiseppi Morabito, also a CFP® and CRPS®, earned his Bachelor of Science in Corporate Finance and Financial Services, followed by an MBA in Finance. Both Eric and Guiseppi have undergone rigorous training and amassed extensive experience at prominent traditional broker dealers and insurance companies, including Merrill Lynch, FSC Securities, JP Turner, and MetLife.

Out assistant, Sienna Yoo, graduated with high honors from the University of Michigan with a Bachelor of Science. Sienna has over five years of experience handling interpersonal relationships and office management. She has been working with our company for over a year helping to give our clients the best experience.

At M&M, we recognized the inherent limitations and potential conflicts of interest in many traditional advisory practices. Consequently, we made the deliberate choice to establish an independent RIA firm. This decision grants us the freedom to provide our clients with a diverse array of products and services, enabling us to operate from a holistic perspective and always prioritize their best interests.