College Funding
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
23212 Mill Creek Dr, Laguna Hills, Calif...Phone Number
(949) 282-2657Website
www.caseywhitson.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About College Funding
Optimize Financial Inc., led by Casey Witters, offers holistic, goals-based financial planning, including lifetime retirement income planning and estate strategies. The firm focuses on educating and guiding clients through their financial journeys, while acting as a personal CFO. Casey's extensive background in financial management and her commitment to integrity and excellence make her a trusted advisor for individuals and business owners alike. Optimize Financial aims to help clients achieve their financial objectives by developing and implementing detailed plans tailored to their needs.Explore more
Popular SearchesCollege FundingCasey WhitsonSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
College Funding
<$5M
1-10
Private
-
-
N/A
Company Profile Activity
Activity Insights
College Funding is experiencing very low activity levels compared to other companies in the Finance sector.
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College Funding is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about College Funding.
College Funding Tech Stack
A closer look at the technologies used by College Funding
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Optimize Financial Inc., led by Casey Witters, offers holistic, goals-based financial planning, including lifetime retirement income planning and estate strategies. The firm focuses on educating and guiding clients through their financial journeys, while acting as a personal CFO. Casey's extensive background in financial management and her commitme... Read More
