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Optima Asset Management, Inc.

Optima Asset Management is an independent wealth advisory firm based in Dallas, Texas, serving successful individuals, business owners, and multi-generational families navigating financial complexity. With a Personal CFO approach and a commitment to thoughtful stewardship, we coordinate every aspect of your financial life—from investment strategies and tax planning to family legacy and next-gen engagement. Our goal is to provide clarity, confidence, and long-term financial security with personalized care and integrity.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Paul Lightfoot, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

8144 Walnut Hill Lane Suite 1180 Dallas, TX 75231 Phone: (972) 726-0400

Primary Office

8144 Walnut Hill Lane Suite 1180 Dallas, TX 75231 Phone: (972) 726-0400