As President of Optima Asset Management, Paul Lightfoot leads the firm’s strategic direction while working closely with clients to help them make confident, informed financial decisions. He plays a central role in shaping investment strategy and guiding families through complex planning needs with clarity and care.
Paul’s interest in wealth management began when a mentor introduced him to a disciplined, client-first approach to investing—one that stood in stark contrast to the commission-based sales culture he had observed earlier in his career. He joined Optima in 2008, drawn by the founder’s reputation for integrity and the firm’s commitment to ethical, independent advice. His own experience witnessing misaligned incentives in the industry deepened his resolve to build lasting partnerships based on trust.
Paul has over 18 years of experience and holds an MS in Accounting from the University of Texas at Dallas and an MBA from Mississippi State University, where he also earned a dual degree in Finance and Business Management. He earned his Certified Private Wealth Advisor (CPWA®) certification from Chicago Booth, his Certified Investment Management Analyst (CIMA®) credential from Wharton, and his CERTIFIED FINANCIAL PLANNER (CFP®) certification from Northwestern. He was further recognized as a Five Star Wealth Manager in Texas Monthly* (2019–2025). Outside of work, Paul enjoys traveling, playing golf, and coaching youth sports, which he has done for over 15 years.
*No payment to be included on this ranking. Awards and rankings disclosure found here.
