Sean Wheelus
Chief Executive Officer at Zoe Capital Financial and Insurance Services Insurance | Calabasas, California, United States
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Sean Wheelus serves as the Chief Executive Officer of Zoe Capital Financial and Insurance Services, where he leverages over 23 years of extensive experience in the financial and insurance sectors to drive the company’s mission of comprehensive financial management. Under his leadership, Zoe Capital has achieved remarkable milestones, including a 100% satisfaction rate among clients and significant savings of $280 million in premiums for over 2,700 businesses and families. This impressive track record not only underscores Sean's expertise in insurance planning but also highlights his commitment to fostering financial security and stability for clients.
At Zoe Capital, Sean is spearheading key projects aimed at expanding the firm’s client base and enhancing service offerings. His strategic vision includes the development of innovative tax shelter solutions that facilitate generational wealth transfer, ensuring that clients can build and preserve their legacies. By employing a systematic approach to financial planning, Sean and his team empower clients to navigate complex financial landscapes, preparing them for a stable retirement and a prosperous future.
Sean’s proficiency in business development is instrumental in driving the company’s growth and outreach initiatives. He actively cultivates partnerships and networks within the industry, positioning Zoe Capital as a trusted advisor in financial and insurance services. With a focus on personalized service and tailored solutions, Sean Wheelus continues to set new standards in client satisfaction and financial stewardship, making a lasting impact on the lives of those he serves.
Chief Executive Officer at Zoe Capital Financial and Insurance Services Insurance in December 2018 to Present
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Insurance Planning
Business Development
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What is Sean Wheelus email address?
Email Sean Wheelus at [email protected]. This email is the most updated Sean Wheelus email found in 2026.
How to contact Sean Wheelus?
To contact Sean Wheelus send an email to [email protected].
What company does Sean Wheelus work for?
Sean Wheelus works for Zoe Capital Financial and Insurance Services Insurance
What is Sean Wheelus's role at Zoe Capital Financial and Insurance Services Insurance?
Sean Wheelus is Chief Executive Officer
What is Sean Wheelus's Phone Number?
Sean Wheelus's phone (213) ***-*132
What industry does Sean Wheelus work in?
Sean Wheelus works in the Insurance industry.
Sean Wheelus Email Addresses
Sean Wheelus Phone Numbers
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