Optivest, Inc.

Optivest, Inc. (CRD# 137070) is a financial advisory firm headquartered in Dana Point, CA. They manage $507,265,531 in 1,002 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    507
    MILLION
  • Total Number of Accounts
    1,002
    ACCOUNTS
  • Average Account Value
    $506,253
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, OK, OR, TX, UT, VT, WA

Financial Advisors at Optivest, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Leslie A. Calhoun
CRD#: 2047866
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629

Leslie Calhoun (CRD# 2047866) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 27 years of experience in the finance industry.

2
Leon G. James
CRD#: 1055785
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629

Leon James (CRD# 1055785) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 27 years of experience in the finance industry. Leon James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew M. McManus
CRD#: 5092477
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629

Matthew McManus (CRD# 5092477) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 12 years of experience in the finance industry. Matthew McManus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ryan M. Thomason
CRD#: 6378339
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629

Ryan Thomason (CRD# 6378339) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 5 years of experience in the finance industry.

5
Bart A. Zandbergen
CRD#: 2290066
Laguna Hills, CA 92653

Bart is a Partner at Optivest Wealth Management and helps clients realize their financial goals and dreams through integrity, focus, and genuine caring for their well-being. Has over 23 years of experience in the finance industry. Bart Zandbergen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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