David McManus, CFP®

Professional

David earned his Bachelor’s in
Financial Services from San Diego
State University before joining a top
financial firm, where he ranked in the
top 10% of advisors nationwide in his
first year. A CERTIFIED FINANCIAL
PL ANNER™ professional since 1999,
he co-founded Cooper McManus in
2001, growing it from 2 to 65+
advisors. Today, he and his team
manage more than $1B in assets for
their clients.

Expertise

David and his team are go-to advisors
for high-net-worth individuals,
families, settlement specialists, and
plaintiffs’ attorneys seeking bespoke
financial strategies for themselves or
their clients. Whether managing the
complexities of a significant liquidity
event, structuring estate plans, or
optimizing one’s portfolio for tax
efficiency, they excel at turning
complexity into opportunity.

Personal

David is happily married to his wife
Kimberly, and together they have
three sons: Cole, Grant, and Jack .
When he’s not spending time at
home, traveling with his family, or
attending church events, David can
be found surfing or enjoying a drive
down the Pacific Coast Highway.