Casey Witters
Founder, President & CEO at Optimize Financial | United States
Casey Witters’s Email & Phone Number
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Founder, President & CEO at Optimize Financial in October 2021 - Present
CFP®, Fundamental Choice Portfolio Manager, Financial Advisor at Wells Fargo Advisors Financial Network - Premier Wealth Management in July 2018 - October 2021
First Vice President - Investments, Fundamental Choice Portfolio Manager, Financial Advisor at Wells Fargo Advisors in March 2018 - July 2018
Financial Advisor at Wells Fargo Advisors in August 2013 - February 2018
Captain, Operations Flight Commander and Assistant Professor of Aerospace Studies at U.S. Air Force, University of Southern California in February 2011 - August 2013
1st Lieutenant, Chief, GPS User Equipment Information Assurance Evaluation Team at U.S. Air Force, University of Southern California in May 2009 - February 2011
2nd Lieutenant, Project Manager, GPS User Equipment Section at U.S. Air Force, University of Southern California in October 2007 - May 2009
United States Air Force Academy, Bachelor of Science (B.S.), August 2026
University of California, Irvine Division of Continuing Education, Certificate, August 2026
USC Marshall School of Business, August 2026
Connector, Activator & Joy Seeker
Client Relations Representative at Optimize Financial
(Oct 2023 – Present)
MBA - Information Systems, Fowler College of Business
As a Financial Analyst at Optimize Financial, I support small and mid-sized business clients (S-Corps, LLCs, C-Corps) by delivering data-driven financial insights that inform strategic decision-making and improve operational performance. I analyze and manage financial data acr...
Executive Assistant at Optimize Financial
Executive Assistant at Optimize Financial
(Present)
Executive Vice President of Administration at Optimize Financial
Executive Vice President of Administration at Optimize Financial
(Present)
What is Casey Witters email address?
Email Casey Witters at [email protected] and [email protected]. This email is the most updated Casey Witters's email found in 2026.
What is Casey Witters phone number?
Casey Witters phone number is 9496812417 and 9494710000.
How to contact Casey Witters?
To contact Casey Witters send an email to [email protected] or [email protected]. If you want to call Casey Witters try calling on 9496812417 and 9494710000. (updated on July 2026)
What company does Casey Witters work for?
Casey Witters works for Optimize Financial.
What is Casey Witters's role at Optimize Financial?
Casey Witters is Founder, President & CEO
What industry does Casey Witters work in?
Casey Witters works in the Financial Services industry.
