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Casey Elizabeth Witters

OPTIMIZE FINANCIAL INC.·LAGUNA HILLS, California
Clean recordOPTIMIZE FINANCIAL INC.
23212 MILL CREEK DRIVE, LAGUNA HILLS, CA 92653CRD# 6240251Firm CRD# 315963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Casey Elizabeth Witters · LAGUNA HILLS, CA
Registration
CRD #6240251 · OPTIMIZE FINANCIAL INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Casey Elizabeth Witters is a registered financial advisor based in LAGUNA HILLS, California, affiliated with OPTIMIZE FINANCIAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OPTIMIZE FINANCIAL INC.
OPTIMIZE FINANCIAL INC.
AUM
$152M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OPTIMIZE FINANCIAL INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6240251
Firm CRD# 315963
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Elizabeth Witters offer?
Casey Elizabeth Witters specializes in Financial Planning, Investment Management. Contact their office in LAGUNA HILLS, California for a consultation.
What are Casey Elizabeth Witters's credentials?
Casey Elizabeth Witters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Elizabeth Witters located?
Casey Elizabeth Witters is based in LAGUNA HILLS, California, working with OPTIMIZE FINANCIAL INC.. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.
How does Casey Elizabeth Witters charge for services?
Casey Elizabeth Witters's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMIZE FINANCIAL INC.?
OPTIMIZE FINANCIAL INC. has approximately 8 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPTIMIZE FINANCIAL INC.

Tara Elizabeth Mcclanahan
LAGUNA HILLS, CA

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Research
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