Our Team

As a family owned firm, President and Co-Founder Susan Morehead has carefully cultivated a tenured team of professionals to guide, advise and support Optima’s clientele. Curating a service platform that provides quality, personalized service with individually tailored solutions for each distinct property, the team strives to exceed expectations. Through careful attention to detail and a team who is invested in the success of their client’s assets, it’s easy to see why each of their projects achieves full potential. Locally known and nationally recognized for their results driven and service first philosophy, Optima Asset Management continues to be the firm of choice for discerning clientele.

Committed to the community, Optima’s team actively supports several distinct organizations that share their core values of integrity, service, leadership and innovation. Living with heart and driven by purpose, Optima proudly supports Royal Kids Family Camp, AASK (Aid to Adoption of Special Kids), Child Abuse Prevention Center, CHOC Children’s Hospital, The American Red Cross, Second Harvest Food Bank and the Orange County Food Bank. Through donations, sponsorships and personal involvement, the team feels blessed to be able to make a difference in the lives of others.

 “Your success is our future. We value the opportunity to provide our clientele with an experience that exceeds expectations from start to finish. ”
- Susan Morehead, President and Co-Founder of Optima Asset Management Services

Licensed by the California Bureau of Real Estate # 01129580 

Your success is our future