Optimized Financial Strategies is a wealth manager based in Chicago Heights, United States, founded in 2024. Verified contact details, AUM data, and investment preferences on FindLPs.
Certified Financial Planner for holistic wealth management & financial planning | Concierge financial services | Contact us today: Name, Email, Phone, Zip | Service areas: Wealth management, Financial planning, Personal insurance, 401K plans, Group benefits, Executive benefits.
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Optimized Financial Strategies. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.