Sean Allen Email & Phone Number
CEO and Co-Founder @ WizeFi
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Sean Allen Location
- San Luis Obispo, CA, US
Sean Allen Work
- 2020 -now Strategic Advisor @
- 2017 -now CEO and Co-Founder @
- 2019 -now Strategic Advisor @
- 2016 -now Strategic Advisor @
- 2004 -2017 President @ FISCAL FITNESS FINANCIAL SERVICES INC (Acquired)
- 1999 -2009 CEO @ Lincoln Group of Financial Services
- 2002 -2006 CEO | Founder @ Lincoln Mortgage
- 1991 -1999 Financial Services Professional and Management @
Sean Allen Skills
- Retirement Planning
- Strategic Planning
- Investments
- Small Business
- Estate Planning
- Long Term Care
- Financial Planning
- Annuities
- Public Speaking
- Start-ups
- Mortgage
- Business Strategy
- Management Consulting
- Executive Management
- Entrepreneur
- Leadership Development
- Strategic Financial Planning
- Mortgage Lending
- Fixed Annuities
- Investment Advisory
- Financial Advisory
- Long-term Care
- Management
- Wealth
- Entrepreneurship
- Customer Service
- Wealth Management
Sean Allen Summary
- Sean Allen, based in San Luis Obispo, CA, US, is currently a CEO and Co-Founder at WizeFi. Sean Allen brings experience from previous roles at Cove, NeoCharge, WhiteFox Defense Technologies, Inc. and FISCAL FITNESS FINANCIAL SERVICES INC (Acquired). With a robust skill set that includes Retirement Planning, Strategic Planning, Investments, Small Business, Estate Planning and more. Sean Allen has 2 emails and 4 mobile phone numbers on RocketReach.
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Sean Allen
CEO and Co-Founder
San Luis Obispo, CA, US
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