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Casey Elizabeth Witters

OPTIMIZE FINANCIAL INC.·LAGUNA HILLS, California
SIE, Series 7, Series 66CFPClean record12 years registeredOPTIMIZE 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. · 12 years registered
Brand Profile
Not yet started
01

Career History

OPTIMIZE FINANCIAL INC.
Oct 2021 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Jul 2018 – Oct 2021
IRVINE, CA
WELLS FARGO CLEARING SERVICES, LLC
Oct 2013 – Jul 2018
MISSION VIEJO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 25, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OPTIMIZE FINANCIAL INC.
CRD 315963 · SEC 801-122500
AUM
$152M
Regulatory assets under management
Employees
8
124 client accounts
Services offered by OPTIMIZE FINANCIAL INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OPTIMIZE FINANCIAL INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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