Susan
Goodman
Cooper Mcmanus
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About this Advisor
Susan Goodman is a certified financial planner based in Irvine, California, with a total of 4 years of relevant experience. Goodman works at Cooper Mcmanus. Throughout their career, they have worked at Securities America Inc, Crown Wealth Management, Securities America Advisors, Cooper Financial Group, Cambridge Investment Research, Inc, Mf Financial Solutions and Uc Irvine Extension. Goodman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Cooper Mcmanus is an advisory company that has its headquarters in Irvine, CA. The investment advisory business has offices in 21 locations and a total of 40 employees. It handles $1 billion in total assets between its 4,523 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 4,523 accounts, just 11% are held by high-net-worth clients who have greater than $1 million in assets. Cooper Mcmanus performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically vary depending on which service is provided. However, fee types charged by Cooper Mcmanus can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Susan Goodman Work History
Susan has been registered as a financial advisor for 4 years.*
Cambridge Investment Research, Inc
Cooper Financial Group
Mf Financial Solutions
Securities America Advisors
Crown Wealth Management
Securities America Inc
Crown Wealth Management
Uc Irvine Extension
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Goodman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cooper Mcmanus
Santa Ynez, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Long Beach, CA
Thousand Oaks, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.