The team at Optima Asset Management is excited to mark over 30 years in business, working with successful individuals and families to provide customized financial planning and investment management. Optima is proud to have built on the vision of its founder, Nolan Jones, with a client-centered firm grounded in integrity.

As Paul, Archie, and Angela reflect on this milestone, watch their videos to learn about their favorite moments working at Optima, what attracted them to the firm, and how the industry has changed over the last three decades.

 

What Drew Archie to Work at Optima?

What Drew You to Work at Optima Asset Management? - Archie

“What drew me to Optima was a conversation I had with the founder, Nolan Jones. At the time he told me that the focus shouldn’t be on maximizing profits…..but really to focus on taking care of clients.” Archie Ponce, CFP®

 

How Has the Financial Advisory World Changed for Paul?

How Has the Financial Advisory Landscape Changed in the Last 30 Years? Part 2 - Paul

“Thirty years ago market data and economic research was limited. We now serve the role to our clients of helping them to filter out this noise and focus on what matters.” Paul Lightfoot, CFP®, CIMA®, CPWA®

 

What Is Angela’s Favorite Memory from Working at Optima?

What is Your Favorite Memory from Working at Optima? - Angela

“A favorite memory goes back to my initial interview with Optima. During that interview, Paul and Archie really emphasized the importance of transparency, integrity and putting our clients first.” Angela Wilson

 

See more from the team: https://www.optimaassetmgt.com/financial-investment-video-resources/