Broker Check

800.516.5333

Meet The Team

Arthur Cooper

Arthur Cooper, CFP®

President & Founder

800-516-5333 ext. 104

949-788-1854

David McManus, CFP ®

David McManus, CFP®

Senior Wealth Manager

800-516-5333 ext. 105

800-516-4319

Tonya Collier

Tonya Collier, CFP®

Acting Principal

800-516-5333 ext. 106

800-516-4319

Anita O'Connor

Anita O'Connor, M.S., CFP®

Financial Advisor

800-516-5333 ext. 101

Marissa Peters

Marissa Peters

Director of Client Services

800-516-5333 ext. 116

949-788-1867

Wil Smith, CFA, CFP®

Wil Smith, CFA, CFP®

CERTIFIED FINANCIAL PLANNER™

800-516-5333 ext. 117

(949) 788-1861

Jason Werner, CFP®

Jason Werner, CFP®

Principal Support

800-516-5333 ext. 118

949-788-1868

Joel Staples, JD, CFP ®, CPWA

Joel Staples, JD, CFP ®, CPWA®

Private Wealth Advisor

800-516-5333 ext. 136

Aron Wong, WMS™

Aron Wong, WMS™

Private Wealth Advisor

800-516-5333 ext. 137

Lisa Mirfakhrai

Lisa Mirfakhrai

Senior Business Development Officer

800-516-5333 ext 140

Jessie Harlan

Jessie Harlan

Paraplanner

800-516-5333 ext. 138

949-788-1887

Bella Zhou

Bella Zhou

Registered Assistant

800-516-5333 ext. 146

Jennifer Yeh

Jennifer Yeh

Financial Advisor

408-470-3712

408-453-2005

Lisa Retzlaff Thon

Lisa Retzlaff Thon

Client Services

800-516-5332 ext. 141

949-788-1895

Cayana Peterson

Cayana Peterson

Digital Marketing & Business Administration

800-516-5332 ext. 145

Vanessa Allen

Vanessa Allen

Vanessa Allen Director of Building Operations and Client Services

800-516-5333

949-788-1881

Tara Kline

Tara Kline

Transition Specialist

800-516-5333 ext. 200

What our Team has to say...

“Our job is to watch for your blind spots and always have your back.”

- Wil Smith, CFA, CFP®
CERTIFIED FINANCIAL PLANNER™

“We help you make educated financial decisions, and we love what we do.”

- Anita O'Connor, M.S., CFP®
Financial Advisor

“It’s my goal to make sure every client feels heard and understood.”

- Arthur Cooper, CFP®
Managing Director

“What’s important to my clients is all that’s important to me.”

- David McManus, CFP®
Senior Wealth Manager

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. CFA® AND CHARTERED FINANCIAL ANALYST® ARE CERTIFICATION MARKS OWNED BY THE CFA INSTITUTE.

Form CRS