At Cooper McManus, we make the planning all about you. The process of getting to know you – so as to create the most customized plan we can targeted to your specific needs – must precede traditional financial planning. We partner with you to draw out your dreams and wishes for a rich and fulfilling life.
 
We take into consideration not only your financial assets, but your more personal assets, which ultimately determine the direction your financial planning should take.  It is this orientation that makes Cooper McManus unique when compared to the average financial planning firm.

Cooper McManus is a SEC registered Investment Advisory Firm. Advisory Services offered through Cooper McManus. Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Cooper McManus and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities America and its representatives do not provide tax or legal advice.

Consulting

Insurance

Investment Management

Cooper McManus

Cooper McManus' headquarters in Irvine, CA, United States

Arthur Cooper

Marissa Peters

Lisa Mirfakhrai

David Mcmanus

Vanessa Folsom

Tonya Collier

Cooper McManus

Org chart

Teams

Offices

Cooper McManus

Org chart

Teams

Offices

Related companies