
Matt McManus
Wealth Advisor and Chief Operating Officer
Optivest Wealth Management
United States, California, Carlsbad
About Me
Matt McManus, CFP® is a Wealth Advisor and Chief Operating Officer for Optivest. He is responsible for providing Financial Planning and Wealth Management advice to clients of the firm. With a passion towards ensuring each and every client receives concierge level service and support, Matt is responsible for ensuring that Optivest’s day to day operations are run with the utmost attention to detail. By utilizing the OptiWealth Platform, Matt is also able to provide cutting edge Financial and Estate Planning strategies with Optivest clients to help optimize their financial legacy. In Matt’s prior role as the Director of Financial Planning for MetLife/MassMutual Southwest, he led a team made up
Profile Information
Wealth Advisor and Chief Operating Officer
Optivest Wealth Management
Investment Team
Investor
Multi-Family Office
Carlsbad
California
United States
May 15, 2024
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