Meet Our Team

Paul Parotti is a CERTIFIED FINANCIAL PLANNER™ certificant in Atascadero, California, specializing in comprehensive financial planning for individuals and families, investment management, and providing 401(k) co-fiduciary services to some of the largest employers on the Central Coast. Paul is also licensed as a California Life and Health Insurance agent and a California Real Estate Broker.

Paul lives in Atascadero with his wife Flavia, son Matteo, daughter Clarissa, and an assortment of pets. When not working, he can be found fishing in the Eastern Sierra, hiking the local trails of SLO County and playing basketball.

Sarah looks forward to providing support to the advisors as they help clients organize their investments and navigate their financial future throughout the many stages of life. Her organizational skills, acute attention to detail, and investigative nature contribute to the overall common vision here at Money Managers, Inc. She prides herself on being sincere and is motivated to help people.

Sarah has a background in microbiology and food science, having previously worked in the brewing and biotechnology industries. She is looking to apply her analytical background in the financial realm, learning to strategize investments and construct financial plans.

Sarah is a native of the Bay Area but has called the Central Coast home for over 15 years. She enjoys baking, crafting, and attending local events. When she’s not in the office you can find her exploring the Central Coast, hiking in the hills, or enjoying a day at the beach with her boyfriend and their Catahoula.