Casey Witters
Optimize Financial · Irvine, California
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.
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Facts
| Firm | Optimize Financial |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $221.7M across 100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, FL, IA, TX · CRD 6240251 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.optimizefinancial.com |
| Profile |
How Casey's firm compares
- Optimize Financial's average account is about $2.2 million, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Casey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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