Between its two founders, 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.

Our assistant, Jourdin Hermann, graduated summa cum laude from San Jose State University with a Bachelor of Arts in political science and holds a real estate license in California. Jourdin previously served as office manager for a remote accounting firm and worked with Sierra Club's estate gift planning team. She is devoted to ensuring our clients receive 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.