Our financial advisor in Cayucos, CA has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter.
John McManus values three things in life: good income, a good social life, and good surf. He has an extensive history with the central coast, having grown up in Cambria, California, with wing foiling and surfing as hobbies. He attended Cuesta College and graduated with a GPA of 3.88, having majored in Business Administration and graduating with an Associates in Science degree. He hopes to become a valuable member of the community by assisting both Scott and his clients in creating wealth and building lasting legacies.
Client Service Associate
Scott McManus joined WealthSource in 2021 as an Independent Wealth Advisor. Scott started his financial career as a staff accountant with Windes & McClaughry in 1988 and became a Certified Public Accountant in 1990. After three years in Baja California as a contractor and seven years in Central Oregon as a ranch manager, Scott restarted his financial career at Edward Jones in 2000 where he served as a financial advisor for over 20 years. Scott became a Certified Financial Planner™ practitioner in 2011. He graduated from the California Polytechnic State University San Luis Obispo in 1987 with a B.S. degree in business administration and a concentration in finance. Scott is an active participant in the Rotary Club of Cayucos and the Lions Club of Cayucos. He stays busy with his son and daughter and enjoys the ocean sports of surfing and wing foiling.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Independent Wealth AdvisorCFP®, CPA
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The Cayucos WealthSource team is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the April 2022 Markets. Check back each month to learn more! ...05.24.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the March 2022 Markets. Check back each month to learn more! ...04.18.2022