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).
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Total Assets Under Management101MILLION
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Total Number of Accounts642ACCOUNTS
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Average Account Value$157,883
- 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, FL, IA, NY, TX
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.
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.
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.