OPTIMIZE FINANCIAL INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 315963). Regulatory assets under management: $221.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Casey Elizabeth Witters | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; PRESIDENT; AND CHIEF COMPLIANCE OFFICER | — |
| Tara Elizabeth Mcclanahan | CHIEF COMPLIANCE OFFICER | — |
| WHITSON CASEY BAYNE | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| WITTERS CASEY ELIZABETH | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | — |
| McClanahan Tara Elizabeth | CHIEF COMPLIANCE OFFICER | — |