# Casey Witters

> Casey Witters is a fee-only financial advisor at Optimize Financial in Irvine, California, who holds the CFP credential. Optimize Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/casey-witters/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Optimize Financial
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $221.7M across 100 accounts
- **Credentials:** CFP
- **CRD:** 6240251 (https://adviserinfo.sec.gov/individual/summary/6240251)
- **SEC registration:** Investment adviser representative in CA, CO, FL, IA, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.optimizefinancial.com

## Frequently asked questions

### Is Casey Witters a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Optimize Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Casey charge for financial advice?

Casey's firm, Optimize Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Casey Witters based?

Casey Witters is based in Irvine, California.

### What credentials does Casey Witters hold?

Casey Witters holds the CFP credential.

### Is Casey Witters registered with the SEC?

Yes. Casey Witters is registered as an investment adviser representative in CA, CO, FL, IA and TX (CRD 6240251), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Optimize Financial manage?

Optimize Financial reports $221.7M across 100 accounts in assets under management.

### How do I contact Casey Witters?

Through Casey's website, www.optimizefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6240251): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.