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Southern California

Paul Hewitt

President & Financial Advisor

Southern California
(800) 555-0100
info@optimusadvisory.com
Retirement Income Planning401(k) & Pension RolloversInheritance & Estate TransitionsBusiness Sale ProceedsBusiness Sale TransitionsFee-Based & Fiduciary
Paul Hewitt, President and Financial Advisor at Optimus Advisory Group, Southern California

About Paul

Paul began his career as a financial advisor in 1994 and founded Optimus Advisory Group with a conviction that individual investors deserve the same sophisticated, risk-managed strategies that institutions rely on. Over 30 years, he has guided clients through every major market cycle — including the dot-com bust, the 2008 financial crisis, and the 2020 pandemic volatility.

Our primary focus is Retirement Risk Management — helping clients navigate the major money-in-motion lifecycle events that define critical financial transitions: 401(k) and pension rollovers, inheritances and estate settlements, business or real estate sales. We work to turn complex lump-sum events into reliable, tax-smart, long-term retirement income strategies.

"Our job isn't just to grow your money — it's to help you sleep at night knowing it's being looked after."

— Paul Hewitt, President & Financial Advisor

Credentials & Focus Areas

  • 30 years of financial advisory experience, since 1994
  • Fee-based and fiduciary — always acting in your best interest
  • Specializes in retirement risk management and money-in-motion transitions
  • Expertise in 401(k) & pension rollovers, inheritances, and business sales
  • Direct access — you work with Paul, not a junior associate
  • Founder, Optimus Advisory Group (est. 2008)

30+

Years of Experience

1994

Career Began

2008

Optimus Founded

Schedule a Conversation with Paul

No pressure, no jargon — just a straightforward conversation about where you are and where you want to be.

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