Cooper McManus
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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