Cooper McManus Advisors

As an office of supervisory jurisdiction (OSJ), we manage compliance and provide consulting and other business services to the independent advisors in our network. Our community of advisors shares a commitment to exceptional, professional, knowledgeable and values-driven service.

 


Mel Varrelman

Mel Varrelman, CFP®

Financial Advisor

Mel works with Individuals, Trusts, Corporations and Partnerships as well as Non-Profit organizations. He has over thirty years experience with tax matters, and representing taxpayers before the Internal Revenue Service.

Mel graduated with two bachelor’s degrees in Physics and Physical Science – Chemistry. He received his teaching credential from Sonoma State University and then a Masters Degree in Taxation from Golden Gate University.


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Karl Webber

Karl Webber

Financial Advisor

Karl is an insurance professional with over 25 years of experience. His goal is to provide clients an insight to the mechanics of how their various policies interact and respond to the various exposures and potential claims that they may face.

He tries to bring this aspect of the process to the forefront so that clients can than elect which coverage they desire given a greater understanding of the exposure they face and all of the means available to manage those exposures. In addition he has a national level ability to place the insurance for those exposures a client may elect to insure. We have access to most carriers for Commercial, Health Benefits and workers Compensation insurance for companies and individual in business.


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Wil Smith

Financial Advisor

Wil Smith, CFP® is proud to be a CERTIFIED FINANCIAL PLANNER™ Professional.

As the Founder of Prudence Wealth Advisory, dedicated to comprehensive financial planning for local families, he is honored to have the opportunity to live his family’s motto every day with his clients: “Live by faith, with integrity and for the development of wisdom in ourselves and our community.”  He is a Past President of the Financial Planning Association of Orange County and currently a candidate in the CFA Program administered by the CFA Institute to become a Chartered Financial Analyst charter holder. Wil earned his Bachelor of Arts degree in Japanese and minored in Economics at California State University, Fullerton. In addition to Japanese, he is proficient in French, with further studies in Spanish, Russian and German.

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Linda Dunbar

Linda Dunbar

Financial Advisor

With over 25 years of investment experience, Linda uses state of the art technology and a close working relationship with her clients to provide and implement a sound investment strategy to navigate today’s financial climate. Whether you are planning your retirement, living in retirement, planning your estate, or looking to build a strong financial portfolio, Linda has the knowledge and experience to help you on your way.

With personalized attention, clients can expect sophisticated and relevant recommendations to their investing needs. Knowing that investors all have unique financial situations, all strategies are evaluated and developed on a one on one basis.


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