Broker Check

Getting to Know Cooper Mcmanus

MEET ARTHUR COOPER AND DAVID MCMANUS 

 

Arthur Cooper, CFP®

Managing Director

800.516.5333

ACooper@CooperMcManus.com

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. His strong technical knowledge enables him to build comprehensive tax-efficient plans that satisfy the needs and, more importantly, the values of his clients. He continues to follow his passion for guiding and mentoring other advisors especially as they transition to independence.

Outside of work, Arthur finds fulfillment in spending time with his son, Miles. He appreciates the finer things in life, good wine, travel, and fine dining, but nothing gets him quite so excited as the latest software or tech gadget.

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California Insurance License #0798385 | Securities Series 4, 7, 24, 53, 63, 65, 99

David McManus, CFP®

Senior Wealth Manager

800.516.5333

DMcManus@CooperMcManus.com

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 two decades, 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 develop individual, creative and comprehensive strategies that make his clients’ lives that much better.

David is compelled to put others first and attains true joy from people, so much so that clients are often more like close friends. His greatest joy comes from his wife, Kim, and their three sons, Cole, Grant and Jack. David has been an active leader in his church and his sons’ youth groups. A kid at heart, David can’t ever pass up a superhero movie or a new Apple toy. He has a soft spot for country music, but don’t tell Arthur.

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California Insurance License #0B60703 | Securities Series 7, 24, 63

Vanessa Folsom

Director of Building Operations and Client Services

800.516.5333

Christopher Whitesell

Client Service Assistant

800.516.5333

Aron Wong

Private Wealth Analyst

800.516.5333

AWong@CooperMcManus.com

As a Financial Planning Analyst, Aron works with Joel Staples to develop wealth management and retirement planning solutions that help individuals achieve financial security and meet their goals, however they define them. Committed to building long-term relationships with clients, he derives immense satisfaction bringing the planning process to fruition. 

Aron entered financial services in 2019 as a Financial Representative for Northwestern Mutual and later joined DJM Financial as a Financial Planning Analyst. He earned a Bachelor of Business Administration degree with an emphasis in management at Loyola Marymount University. After his undergraduate studies, he earned a professional certification in Human Resources Management from the University of California, Los Angeles.

A California native, Aron lives in his hometown of Huntington Beach with his wife, Sofie. When he’s not planning, he can be found on the golf course sharpening his game or working on his camping rig and cars, a hobby he shares with his father. Just as he deconstructs a complex financial plan, Aron enjoys the challenge of taking cars apart and rebuilding them so they run better than ever.

 

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California Insurance License #4023289 | Securities Series 6, 63

Joel Staples, JD, CFP ®, CPWA®

Private Wealth Advisor

800.516.5333

JStaples@CooperMcManus.com

Joel enjoys breaking down complex financial concepts to help his clients make informed decisions about their financial future. Working in a fiduciary advisory role, he thinks critically about their financial situation, helping to uncover what’s possible, identifying potential obstacles to success, and creating clear and actionable steps to achieve their objectives. Joel is especially skilled in tax-efficient investment strategies, complex business and estate planning, and qualified and nonqualified benefit plans. 

Joel began his career in the practice of law before making a change into the financial services industry in 2016 when he joined Northwestern Mutual as a Financial Representative. In 2018, he took on the role of Wealth Management Advisor with DJM Financial, a Northwest Mutual Private Client Advisory firm. He is a CERTIFIED FINANCIAL PLANNER™ professional and he became a CERTIFIED PRIVATE WEALTH ADVISOR® certificant through The University of Chicago Booth School of Business.  Joel graduated from Saint Mary’s College of California with a Bachelor’s of Science in Business Administration from Western State College of Law with a J.D.  

Joel grew up in Vancouver, Washington and played baseball in the Florida Marlins organization, an experience that contributed to his strong work ethic, attention to detail, and a rigorous focus on fundamentals. Joel resides in Tustin, California with his wife, Mirranda, and their son, Cooper. He is an active member of Compass Bible Church in Aliso Viejo.  In his spare time, he enjoys skiing, spending time with his family and trying to fix his horrific slice on the golf course.

 

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California Insurance License #OK78402 | Securities Series 6, 7, 63     

Susan Goodman, CFP ®, MBA

Support Advisor

800.516.5333

SGoodman@CooperMcManus.com

After a 20+ year career in information technology, Sue joined Cooper McManus in November 2019. Passionate about helping others, she brings with her a wealth of real-world knowledge and experience, strong analytical skills and a dedication to customer service.

 

Sue grew up in New Jersey, and earned her Bachelor of Arts degree in Accounting at Rutgers University before moving to California, where she earned her Masters of Business Administration at Cal Poly Pomona. Sue received a Certificate in Personal Financial Planning from UC Irvine and is a CERTIFIED FINANCIAL PLANNER™ professional.

Sue volunteers for and has served on the board of the Woman’s Club of Cypress. She enjoys the theater & music, especially her husband’s gigs, and attending school functions where her daughter is a teacher.

 

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California Insurance License #0J13590 | Securities Series 7, 66     

Tonya Collier, CFP®

Acting Principal

800.516.5333

TCollier@CooperMcManus.com

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 PLANNER™ 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.

Outside of work Tonya is just as dynamic and enjoys spending lots of time with her family. Weekend getaways to Palm Springs, trips through wine country and coffee keep her sane. She dedicates her time to Habitat for Humanity, contributes to the Kiwanis Club of Tustin and Wounded Warrior Project, and is actively involved in the March of Dimes Healthy Babies Program. As if that’s not enough, Tonya has completed 3 marathons and over 25 half-marathons.

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CA Insurance License #0D33819 | Securities Series 7, 24, 31, 66, 99

Form CRS