who we are
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Optimus
Advisory Group is a California registered investment
advisor focusing on intelligent, innovative
investment management and financial planning
solutions for individuals and institutions
committed to their long-term financial goals.
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| Optimus Advisory Group offers investment
portfolio
management, financial planning - including
retirement, estate, and college planning, as
well as insurance
services through its principals. |
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Member of the
National Association of
Active Investment Managers |
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principals
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Paul D. Hewitt,
MBA
Paul started his career in financial services in
1994.
Paul earned his MBA from Claremont Graduate
University.
Paul, his wife Antoinette, and their two children
reside in Tustin Ranch, California. |
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Steve K. Rumsey, MBA
Steve started his career in financial services in
1994 after spending nine years as a computer
programmer and analyst in the financial software
division of a Fortune 500 Company.
Steve earned his MBA from Pepperdine University.
Steve, his wife Lisa, and their three children
reside in Foothill Ranch, California. |
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ABOUT