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
- CEO and Co-Founder @ (August 2017 - Present)
- Strategic Advisor @ (August 2020 - Present)
- Strategic Advisor @ (January 2019 - Present)
- Strategic Advisor @ (August 2016 - Present)
- President @ FISCAL FITNESS FINANCIAL SERVICES INC (Acquired) (October 2004 - July 2017)
- CEO @ Lincoln Group of Financial Services (October 1999 - September 2009)
- CEO | Founder @ Lincoln Mortgage (January 2002 - October 2006)
- Financial Services Professional and Management @ (October 1991 - January 1999)
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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Top WizeFi Employees
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