Advisory Team

Matt McManus, M.A., CFP®

Senior Wealth Advisor and COO

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 of Certified Financial Planners, Insurance and Investment Specialists, and Estate Planning attorneys, which were responsible for providing over 150 Financial Advisors with practice management services and financial planning advice to their clients and prospects.

Matt has a B.A. in Psychology from Chapman University and an M.A. in Psychology from Pepperdine University. Matt has also earned the prestigious designation of Certified Financial Planner ™ (CFP®). Matt and his wife Christina are residents of Carlsbad and have three children: Gavin, and twins, Colin and Jessica. In his free time, along with his family, Matt enjoys a variety of ocean sports, cooking, gardening, and volunteering as Cubmaster for his son’s Cub Scout Pack.

Family Photos
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