
Timeline
About me
Private Wealth Advisor at Cooper McManus
Education

The university of chicago booth school of business
2021 - 2021Cpwa executive education program
Western state college of law
2011 - 2014Juris doctor
Saint mary's college of california
2005 - 2010Bachelor of arts business administrationActivities and Societies: Played shortstop on the SMC Gaels baseball team for three years
Experience

Florida marlins
Jan 2008 - Jan 2009Professional baseball playerPlayed at two minor league levels in the Florida Marlins' organization

Northwestern mutual
Mar 2016 - Jan 2018Financial advisor
Djm financial | northwestern mutual private client group
Feb 2018 - Jun 2022Private wealth advisorFinancial independence doesn’t happen by chance; it results from expert strategic planning. That’s why our firm includes professionals whose talents, skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance and investment strategies, estate planning, and executive/employee benefits.While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come. Show less

Cooper mcmanus
Jun 2022 - nowPrivate wealth advisor at cooper mcmanusJoel Staples, Investment Advisor Representative. California Insurance License #0K78402. Advisory services offered through Cooper McManus. Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Cambridge Investment Research, a Registered Broker/Dealer. Member FINRA/SIPC. Cooper McManus and Cambridge Investment Research are not affiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Cooper McManus and Cambridge Investment Research are separate entities.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Show less
Licenses & Certifications

Series 6
Finra
Certified financial planner (cfp®)
Cfp board
Certified private wealth advisor (cpwa®)
Investments & wealth institute
Series 7
Finra
State bar of california
American bar association
Series 63
Finra
Languages
- enEnglish
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