If you’re like most people, you don’t have the time to follow the markets closely and stay up on the legislative changes that may affect you. We provide objective advice, based on a thorough understanding of your unique circumstances. Trust is built not by selling you a product, but by helping you make progress toward your financial goals, year after year.
Our process is comprehensive. We provide you guidance with risk, income and investment management. Also, tax, retirement, and estate planning.
We adhere to strategies and methods shared by others in the industry to address potential problems and point out untapped opportunities. These ideas are then prioritized and integrated into a set of recommendations that result in a fully integrated and comprehensive plan. We work cohesively with other dedicated professional firms to assist us in working toward achieving our client’s goals.
We don’t stop once the plan has been created. We proactively contact our clients for periodic reviews to adjust your plan if needed to help ensure that it remains on track. We contact our clients with regards to timely financial matters so they don’t slip through the cracks.
We’re on your side!
Keith Hamilton, CFP®
Financial Advisor
Keith is president of Hamilton, Manor & Associates, a Registered Investment Advisory firm, and a Financial Advisor with LPL Financial. Keith has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and is a member of The Financial Planning Association. He has had his Life, Health and Disability insurance license with the State of California since 1986. He has been a licensed tax preparer with the State of California since 1985 and a member of the California Society of Certified Public Accountants*. His practice specialty is investment management and income and estate tax reduction strategies.
Prior to his financial services career, Keith was a computer programmer for Cubic Corporation. He graduated from Oregon State University in 1984 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Computer Science. He relocated to San Diego in 1984 and currently is a resident in the community of La Jolla. He is married to his wife, Wendy, and has two children, Reed and Brandon. In his spare time, Keith enjoys playing tennis and golf and listening to live music.
*Tax services are not provided by LPL Financial
NATHAN MANOR, CFP®
Financial Advisor
He also has his California Life and Health insurance license and is a licensed tax preparer with the State of California.*
Prior to his financial services career, Nathan graduated from San Diego State University where he earned a Bachelor of Science degree in Financial Services and his Personal Financial Planning Certificate.
Nathan resides in San Diego with his wife, Anna, and their son, Joshua. Together they enjoy travelling to new places, hiking with their dog, Sir Humphrey, and volunteering for Meals on Wheels. In his spare time, Nathan enjoys playing golf and snowboarding with friends and family.
Nathan Manor is a Registered Representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Hamilton, Manor & Associates, a registered investment advisor and separate entity from LPL Financial.
*Tax services are not provided by LPL Financial
Melissa Mason
Operations Manager
Melissa enjoys making memories with her husband, Brad, and her son, Bryce, traveling, relaxing at the beach and cheering for the San Diego Padres and the Buffalo Bills.
Rachel Clinefelter
Client Services Associate
Rachel joined Hamilton, Manor & Associates in 2017 as a Client Services Associate after managing the operations for a North County company for over 3 years. Her responsibilities include assisting with our new and existing client accounts, our investment portfolio management services and tax preparation.
In her spare time, Rachel enjoys traveling, listening to live music and spending time with her family
and friends.
Lindsey Olarte
Client Services Associate
Lindsey rejoined Hamilton, Manor & Associates in 2024 as a Client Services Associate, with prior tenure from 2008 to 2013 with the firm. From there she ventured to Los Angeles where she worked over six years in accounting for an HOA Management company.
In her current position, Lindsey oversees business administrative functions, ensures industry compliance, client scheduling and insurance case processing. Lindsey cherishes quality time with her husband and daughter, indulging in activities like beach outings, music concerts, and hiking with their dog Ringo.
Professional Affiliations
