Optimal Wealth

Sheine Wizel, EA, MBA


Sheine Wizel emigrated to the United States as a teenager. She graduated from University of California, Berkeley and later earned an MBA from Harvard Business School. Sheine is an Enrolled Agent (EA), which means she has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a comprehensive IRS test. EA is the highest credential the IRS awards. After an early stint at American Express Inc., Sheine moved into the tax business, ultimately forming Optimal Financial Services, a firm offering both tax planning and investment management. Sheine enjoys music, theater and the arts in general.

*Tax Planning Services are not offered through First Allied Securities, Inc.

Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.

Check the background of this investment professional on FINRA’s BrokerCheck.

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