Sean Allen Location
San Luis Obispo, CA, US
Sean Allen Work
- 2020 - now Strategic Advisor @ Cove
- 2017 - now CEO and Co-Founder @ WizeFi
- 2019 - now Strategic Advisor @ NeoCharge
- 2016 - now Strategic Advisor @ WhiteFox Defense Technologies, Inc.
- 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 @ Transamerica
Sean Allen Skills
- Retirement Planning
- Strategic Planning
- Investments
- Small Business
- Estate Planning
- Long Term Care
- Financial Planning
- Annuities
- Public Speaking
- Start-ups
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 1 emails and 4 mobile phone numbers on RocketReach.
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Top WizeFi Employees
-
Eric Zhong
Vice President of Product and Growth at WizeFi
San Luis Obispo, CA, US23 -
Diana Allen
Director of Operations at WizeFi
San Luis Obispo, CA, US11
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