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 brokerage services and 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 and is a registered representative of
Sammons Securities Company, LLC.
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 and
is a registered representative of Sammons Securities
Company, LLC.
Steve, his wife Lisa, and their three children
reside in Foothill Ranch, California.
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Optimus Advisory Group is a registered investment advisor, offering advisory services in the state of California. As such, these services are intended for individuals residing in California.
Paul D. Hewitt and Steve K. Rumsey are a registered representatives of and offer securities products through
Sammons Securities Company, LLC. Member
FINRA /
SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California,
Arizona, Colorado, Illinois, and Nevada. No offers may be made or accepted from any resident outside California,
Arizona, Colorado, Illinois, and Nevada.
Insurance services offered through Paul D. Hewitt (CA Insurance License #0B44520)
and Steve K. Rumsey (CA Insurance License #0B60100). |
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