Casey Elizabeth Witters

Employer firm

Optimize Financial Inc. CRD 315963

$222M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Mission Viejo, CA
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Mission Viejo, CA
• 07/2018 → 10/2021
  Wells Fargo Advisors Financial Network, Llc
  Irvine, CA
• 10/2021 → Present
  Optimize Financial Inc.
  Laguna Hills, CA
• 01/2024 → Present
  Optimize Financial Inc.
  Laguna Hills, CA

Previous Registrations

• 2018-07-20 → 2021-10-18
  Wells Fargo Advisors Financial Network, Llc
  Irvine, CA
• 2013-10-25 → 2018-07-19
  Wells Fargo Clearing Services, Llc
  Mission Viejo, CA
  Laguna Niguel, CA

Other Businesses

?23212 Mill Creek Drive Group; INV. Related; Irvine, CA; Partnership-Property Owner, Start 09/2021, 4 HRS Per Month; 0 HRS During Trading ?New Creation Fellowship Church; Founder; Pastor; and Board Member; Start 10/2023; 20 HRS Per Month; 1 HR During Trading. ?Bayne Family Trust; Successor Trustee; Start 09/2021; 0 HRS Per Month; 0 HRS During Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-10-25

Designations

• Certified Financial Planner

Other Names

• Casey Elizabeth Bayne
• Casey Bayne Whitson