Optimize Financial Inc.

Optimize Financial Inc. (CRD# 315963) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $101,360,962 in 642 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    642
    ACCOUNTS
  • Average Account Value
    $157,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IA, NY, TX

Financial Advisors at Optimize Financial Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Casey E. Witters
CRD#: 6240251
23212 Mill Creek Drive, Laguna Hills, CA 92653

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.

2
Lisa H. Nguyen
CRD#: 7147506
23212 Mill Creek Drive, Laguna Hills, CA 92653

Lisa Nguyen (CRD# 7147506) is an Investment Advisor Representative working at Optimize Financial Inc. in Laguna Hills, CA and has over 4 years of experience in the finance industry.

3
John D. Williams
CRD#: 7823152
23212 Mill Creek Drive, Laguna Hills, CA 92653

John Williams (CRD# 7823152) is an Investment Advisor Representative working at Optimize Financial Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.

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