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Casey Elizabeth Witters

Chief Executive Officer And Managing MemberOptimize Financial Inc.CRD 6240251

About Casey Elizabeth Witters

Casey Elizabeth Witters is listed as Chief Executive Officer And Managing Member at Optimize Financial Inc. in Laguna Hills, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Optimize Financial Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Casey Elizabeth Witters work?

Casey Elizabeth Witters is listed as Chief Executive Officer And Managing Member at Optimize Financial Inc. on SEC Form ADV.

How much of Optimize Financial Inc. does Casey Elizabeth Witters own?

Form ADV reports a beneficial ownership band of Over 75%.

Optimize Financial Inc.

TitleChief Executive Officer And Managing Member
OwnershipOver 75%
Control personYes
Since2021
View Optimize Financial Inc. →