The day a client stormed out of a meeting, proclaiming it had been a total waste of time changed Arthur’s life. It was November 1989, and he had spent the past four years at a national financial services company that expected him to promote their own interests. Something clicked that day, and Arthur became committed to making things better. He ditched the scripts and corporate agenda and started his own financial planning and investment advisory firm.
Arthur has the unique ability to help people identify what is most important in their lives and their families’ lives and work with them to create the solutions necessary for success, whether it’s financial or personal. More >
senior wealth manager
David is a problem solver. He has worked hard to become the “go-to” when his clients need answers and advice. With a Bachelor’s degree in Business Administration from San Diego State University, David began his career with a top financial firm going on to rank in the company’s top 10% of advisors nationwide in his first year. He partnered with Arthur in 2001, knowing that he could serve his clients more thoroughly and objectively as an independent advisor.
For the past decade, David has focused on building quality relationships with his clients and their families. Everyone has a unique financial situation, and David is driven by the opportunity that presents: to design individual, creative and comprehensive strategies that make his clients’ lives that much better. More >
Tonya is the cornerstone of Cooper McManus. She keeps us all in compliance and provides guidance for all Cooper McManus registered representatives, attending to every possible question or concern. If you have a problem, she will find the solution. A CERTIFIED FINANCIAL PLANNING professional, Tonya possesses a thorough understanding of both the advisor and broker/dealer sides of the industry making her a highly regarded compliance resource.
Along with her extensive industry knowledge, Tonya brings a level of energy to the team that is unparalleled. When it comes to handling concerns, Tonya is exceptionally responsive and definitely straightforward. More >
Anita’s experience as a special educator made the transition to financial planning a natural one. With a degree in Psychology from UCLA and a Masters in Education from USC, she spent eight years teaching educationally handicapped children at UCLA’s Neuropsychiatric Institute. When she became interested in investing, she was offered a position with Gainsborough Financial Consultants, Inc. (GFC), an independent investment advisory firm that specialized in financial planning.
Intrigued by GFC’s client-centered approach, she became a financial planner, later becoming its President and Chief Compliance Officer. When GFC merged with Cooper McManus in 2010, Anita was thrilled to migrate her clients to another established wealth management firm that was equally committed to the financial planning philosophy. More >
Wil Smith, CFP®
certified FINANCIAL planner
We feel extremely fortunate to have Wil on board, as he brings with him a strong foundation in comprehensive financial planning. Wil is active in the financial planning community, having served as President of the Financial Planning Association of Orange County. He is currently a candidate in the Chartered Financial Analyst Program administered by the CFA Institute.
Wil earned his BA degree in Japanese with a minor in Economics at Cal State Fullerton. Self described as a voracious reader, Wil is also proficient in French, has studied Spanish, Russian and German. He has a quick wit and keeps us all laughing, provided he speaks in English, that is. Wil resides in Irvine with his wife and two sons.
Check the background of this investment professional on FINRA BrokerCheck
Jason is an entrepreneur. He graduated Northern Arizona University with a Bachelor’s degree in Business Administration, Finance, & Economics. He has since built up his financial advisory business and joined Cooper McManus as a Financial Advisor. Additionally, Jason works with Tonya to oversee compliance for Cooper McManus’ affiliated advisors.
Jason has a passion for adventure and enjoys spending time with his wife and daughter . More >
Director of Building Operations
Amy is affectionately known as our Director of First Impressions. As the first point of contact at Cooper McManus, she is always ready to invite clients into our office with a warm welcome whether by phone or in person. Amy keeps the office running smoothly, taking care of clients’ and team members’ needs and providing world-class concierge service.
With Amy around, everyone in the office has their questions answered, and most importantly, a ready supply of cappuccino. We’re not sure if it’s her gentle disposition or her ever constant smile, but Amy’s conscientious and caring nature is a delight to us all. More >
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.