Cooper McManus

Description

Address: 9870 Research Dr, Irvine, CA 92618 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 516-5333Website: : Category: : : : Place name: : : Website: http://www.coopermcmanus.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Cooper McManus Employees

Employee
Years
Job
Industry
Jason Werner, CFP® Jason Werner, CFP® Irvine, California Details
Jason Werner, CFP®'s Cooper McManus Experience July 2009 - Present
Job Financial Advisor at Cooper McManus
Industry Financial Services
Experience
Cooper McManus   July 2009 - Present
Securities America, Inc. Member FINRA/SIPC   July 2009 - Present
Wells Fargo Advisors  April 2007 - May 2009

Skills
Investments, Investment Advisory, Securities, Finance, FINRA, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Estate Planning, Licensing

Education
Northern Arizona University   2004 — 2006
BS, Business Administration, Finance & Economics

Garrett Yack Garrett Yack Indian Wells, California Details
Garrett Yack's Cooper McManus Experience May 2013 - Present
Job Investment Advisor and Retirement Planner at M Clark Financial
Industry Financial Services
Experience
M Clark Financial   May 2013 - Present
Cooper McManus   May 2013 - Present
Securities America, Inc. Member FINRA/SIPC   May 2013 - Present

Skills
Retirement Planning, Investment Strategies, Retirement, Wealth Management, Income Protection, Series 7, Finance, Investments, Financial Advisory, High Net Worth..., Stock Management, Estate Planning, Fixed Income, Mutual Funds, Securities, Investment Advisory, Financial Analysis, Variable Annuities, Indexed Annuities, Microsoft Word, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Asset Management, Risk Management, Financial Planners, Uniform Combined State..., Financial Services, Insurance, Fixed Annuities, Life Insurance, Microsoft Excel, Real Estate, ETFs, IRAs, Corporate Finance, Employee Benefits, Health Insurance, Retirement Savings, Venture Capital, Investor Relations, FINRA, Wealth Accumulation, Capital Markets, Derivatives, Private Equity, Trading, Financial Risk, Valuation

Education
California State University-San Marcos   2009 — 2013
Bachelor of Arts (B.A.), Political Science

La Quinta High School   2005 — 2009

Hayley Gruenberg Hayley Gruenberg Irvine, California Details
Hayley Gruenberg's Cooper McManus Experience July 2013 - Present
Job Registered Paraplanner, RP® at Cooper McManus
Industry Financial Services
Experience
Cooper McManus   July 2013 - Present
DRI Companies  April 2012 - July 2012
Fairfield Technologies  January 2011 - December 2011
DRI Companies  May 2010 - August 2010
Voya Financial  December 2009 - January 2010

Education
College for Financial Planning   2014 — 2015
RP, Registered Paraplanner

University of Arizona, Eller College of Management   2009 — 2013
Bachelor of Science in Business Administration, Marketing, Spanish, Cum Laude

Shawn Sandoval Shawn Sandoval Orange County, California Area Details
Shawn Sandoval's Cooper McManus Experience 2005 - Present
Job Director of Business Development & Financial Planning at Cooper McManus
Industry Financial Services
Experience
Cooper McManus   2005 - Present
Wachovia_Securities  2002 - 2005
Prudential Securities / Prudential Life   2000 - 2002
American Express Financial Advisors  1998 - 2000
City of Irvine  1990 - 1998

Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Recruiting, Marketing, Strategic Planning

Education
University of California, Irvine   1985 — 1990
Bachelor's degree, Social Ecology/Environmental Planning

Arthur Cooper Arthur Cooper Orange County, California Area Details
Arthur Cooper's Cooper McManus Experience January 2000 - Present
Job Managing Director at Cooper McManus
Industry Financial Services
Experience
Cooper McManus   January 2000 - Present
Securities America  November 1998 - Present
Decker Communications  2012 - 2012
Professional Partners and Practices   2006 - 2008
Lincoln Financial Advisors  August 1997 - November 1998
Ameriprise Financial Advisors  September 1990 - August 1997

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Asset Management, Estate Planning, Financial Advisory, Securities, Financial Services, Finance, Insurance, Wealth, Financial Planners, FINRA, Retirement, Strategic Planning, Portfolio Management, Training, IRAs, Financial Goals, Fixed Annuities, Life Insurance, Series 7, Wealth Accumulation, Mutual Funds, Financial Planning

Education
College for Financial Planning   1991 — 1994
CFP, Financial Planning

California State University-Fullerton - College of Business and Economics   1984 — 1990
Business Finance

Marina High School, Huntington Beach, California   1980 — 1984
High School, 9th - 12th

Jaren Hamblin Jaren Hamblin Orange County, California Area Details
Jaren Hamblin's Cooper McManus Experience January 2011 - June 2013
Job Associate Software Engineer at Molina Healthcare Inc.
Industry Information Technology and Services
Experience
Molina Healthcare Inc.  June 2015 - Present
Molina Healthcare Inc.  June 2013 - June 2015
Cooper McManus   January 2011 - June 2013
Woodbridge Village Association  January 2007 - August 2012

Skills
Visual Studio, OS X, Accounting, Computer Science, Swimming, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, C++, SQLite, Java, Eclipse, Xcode, HTML, JavaScript, SQL, Microsoft SQL Server, Customer Service, Windows, Cpr Certified, First Aid, Teaching, Teamwork, Android Development, Visual C#, Running, Cycling, Hiking, Camping, Computer Hardware, Computer Repair, Computers, Mac OS X, Windows 7, GoDaddy, jQuery, PHP, Android, Web Development, C#

Education
California State University-Fullerton   2013 — 2015
Master's Degree, Software Engineering

Chapman University   2009 — 2013
Bachelor’s Degree, Computer Information Systems, Minor in Economics

Woodbridge High School   2005 — 2009

Andrew Reisinger Andrew Reisinger Sacramento, California Area Details
Andrew Reisinger's Cooper McManus Experience 2005 - 2007
Job Associate Attorney at Dahl Law
Industry Law Practice
Experience
Dahl Law, Attorneys At Law   February 2012 - Present
Community Legal Services, McGeorge School of Law   2009 - 2010
Rein Associates   2002 - 2008
Cooper McManus   2005 - 2007

Skills
State Bar of California, United States..., United States..., Ninth Circuit Court of...

Education
University of the Pacific - McGeorge School of Law   2007 — 2010
Juris Doctor, Law

Chapman University, The George L. Argyros School of Business and Economics   2003 — 2007
Bachelor of Science, Business Administration: Emphasis in Marketing

Bahn Johnson Bahn Johnson Orange County, California Area Details
Bahn Johnson's Cooper McManus Experience July 2008 - March 2011
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company  August 2012 - Present
Penn Mutual Life Insurance Company  April 2011 - August 2012
Cooper McManus   July 2008 - March 2011
Cooper McManus   July 2008 - March 2011
LoanAdvisors, Inc.   November 2006 - July 2008

Education
University of Oregon   2001 — 2006
Bachlor of Science, Economics

Paula Strzyzewski Paula Strzyzewski Phoenix, Arizona Area Details
Paula Strzyzewski's Cooper McManus Experience 2007 - Present
Job Owner/Financial Advisor at Synergy Wealth Planners
Industry Financial Services
Experience
Synergy Wealth Planners   2007 - Present
Cooper McManus   2007 - Present
Securities America, Inc. Member FINRA/SIPC   2004 - Present
Saffer Wealth Strategies   2004 - 2007
Sun America Securities, Inc/Independent Capital Management   2002 - 2004
Banner Baywood Medical Center  1983 - 2002

Skills
Strategic Financial..., Retirement Planning, Financial Advisory, IRAs, Insurance, Roth IRA, Pensions, Financial Goals, Asset, Long-term Care, Retirement, 401k, Fixed Annuities, Health Insurance, Employee Benefits

Education
University of Phoenix   1986 — 1988
MBA

Alverno College   1975 — 1979
BSN, Nursing

Brian Matz Brian Matz Westlake Village, California Details
Brian Matz's Cooper McManus Experience February 2015 - Present
Job Senior Financial Advisor, Cooper McManus
Industry Financial Services
Experience
Cooper McManus   February 2015 - Present
US Bancorp  March 2011 - January 2015
Wells Fargo Advisors  February 2007 - April 2011

Skills
Management, Financial Analysis, Banking, Risk Management, Customer Service, Portfolio Management, Leadership, Sales, Microsoft Office, Credit, Loans

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Financial Planning and Services

UCLA
Bachelor of Science (B.S.)

University of California, Los Angeles

Michael Clark, CFP® Michael Clark, CFP® Indian Wells, California Details
Michael Clark, CFP®'s Cooper McManus Experience January 2000 - Present
Job Owner/Principal/Advisor at M Clark Financial
Industry Financial Services
Experience
M Clark Financial   February 1998 - Present
Cooper McManus   January 2000 - Present
Securities America, Inc. Member FINRA/SIPC   February 1998 - Present
OfficialQuote Insurance Services, LLC   December 2004 - Present
Sunamerica Securities  January 1996 - January 1998
John Hancock Financial Services  September 1993 - June 1995

Skills
Certified Financial..., Registered Investment..., Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Accumulation..., Estate Planning, Estate Tax Planning, Business Tax Planning, Asset Protection, 401k Rollovers, 401k, Insurance, Retirement, Finance, Securities, Investments, Real Estate, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, Life Insurance, Qualified Retirement..., Long Term Care Insurance, Alternative Investments, Indexed Annuities, Variable Annuities, Charitable Gift..., Personal Tax Planning, ETFs, Bonds, Stocks, Unit Investment Trusts, Charitable Trusts

Education
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics

William Brayman William Brayman El Segundo, California Details
William Brayman's Cooper McManus Experience May 2012 - Present
Job Investment Advisor Representative at Cooper McManus
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC   May 2012 - Present
Cooper McManus   May 2012 - Present
Moss Adams LLP  April 2008 - August 2009
Clark, Brayman and Associates   April 2000 - February 2008
moss adams  2008 - 2008

Skills
Financial Planners, Personal Financial..., Strategic Financial..., Estate Planning

Education
University of Rhode Island - College of Business Administration   1986 — 1991
Bachelor of Science (BS)

John McKean John McKean Orange County, California Area Details
John McKean's Cooper McManus Experience May 2015 - Present
Job Financial Advisor at Cooper McManus
Industry Financial Services
Experience
Cooper McManus   May 2015 - Present
National Engineering and Consulting, Inc.   July 2008 - October 2014
MortgageTree Lending   September 2002 - October 2007

Education
Saddleback College   2014 — 2016

Don Lugo High School   1994 — 1998
High School Diploma

Rudy Dahbura Rudy Dahbura Greater Los Angeles Area Details
Rudy Dahbura's Cooper McManus Experience June 2013 - Present
Job Partner / Head of Acquisition at OfficialQuote, LLC
Industry Marketing and Advertising
Experience
OfficialQuote, LLC   June 2004 - Present
Cooper McManus   June 2013 - Present
Securities America, Inc. Member FINRA/SIPC   June 2013 - Present
Sierra Systems  July 2000 - September 2005

Skills
Strategic Marketing, Digital Marketing, Web Analytics, Online Campaign..., Google Adwords, Facebook Marketing, Conversion Optimization, Landing Page..., .NET, ASP.NET MVC, ASP.NET Web API, Microsoft SQL Server, Windows Azure, Amazon Web Services..., JavaScript, KnockoutJS, jQuery, Dependency Injection, ORM, OS X, Linux, Bootstrap, Series 7, Series 66

Education
Massachusetts Institute of Technology   1995 — 1997
M.S., Mechanical Engineering

University of California, Los Angeles   1990 — 1994
B.S., Mechanical Engineering