Casey Witters (CRD# 6240251) is an Investment Advisor Representative working at Optimize Financial Inc. in Laguna Hills, CA and has over 10 years of experience in the finance industry. Casey Witters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimize Financial Inc. | Laguna Hills, CA | Jan 2024 - Current | < 1 |
| Optimize Financial Inc. | Laguna Hills, CA | Oct 2021 - Current | 2 |
| Wells Fargo Advisors Financial Network, LLC | Irvine, CA | Jul 2018 - Oct 2021 | 3 |
| Wells Fargo Clearing Services, LLC | Mission Viejo, CA | Nov 2016 - Jul 2018 | 1 |
| Wells Fargo Advisors, LLC | Mission Viejo, CA | Aug 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CA
- TX
-
Total Assets Under Management152MILLIONS
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Total Number of Accounts124ACCOUNTS
-
Average Account Value$1,229,709
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IA, NY, TX
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