Southern California
Paul Hewitt
President & Financial Advisor
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."
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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