Robert C. Zapel
Senior Financial Advisor
Vice President - Investments
Phone: 213.688.3763
Email: Robert.C.Zapel@wellsfargo.com
With 49 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment strategies around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals. My top priority is to preserve and grow my clients’ capital.
Now a Financial Advisor, Vice President-Investments with Wells Fargo Advisors, I began my financial services career as a broker with Gibralco, Inc. in 1974. In 1983 I joined Birr Wilson, where I worked for 2 years. I then moved my financial practice to Smith Barney in 1985. I have served High Net worth clients for 42 years and look forward to helping all clients meet their financial goals for many years to come.
Our team is comprised of myself, my son Sean C. Zapel (Financial Advisor, First Vice President-Investments), and our Senior Registered Client Associate, Ayako Tsuboya.
Committed to helping my community prosper, I serve as Sole Trustee of the Amy Phillips Foundation which focuses on improving the lives of underprivileged children. Away from the office, I also enjoy reading, gardening and sports. My wife Cindy and I reside in West Los Angeles where we have lived for the past 46 years.
CA Insurance License Number: 0E37097. Resident State CA
Now a Financial Advisor, Vice President-Investments with Wells Fargo Advisors, I began my financial services career as a broker with Gibralco, Inc. in 1974. In 1983 I joined Birr Wilson, where I worked for 2 years. I then moved my financial practice to Smith Barney in 1985. I have served High Net worth clients for 42 years and look forward to helping all clients meet their financial goals for many years to come.
Our team is comprised of myself, my son Sean C. Zapel (Financial Advisor, First Vice President-Investments), and our Senior Registered Client Associate, Ayako Tsuboya.
Committed to helping my community prosper, I serve as Sole Trustee of the Amy Phillips Foundation which focuses on improving the lives of underprivileged children. Away from the office, I also enjoy reading, gardening and sports. My wife Cindy and I reside in West Los Angeles where we have lived for the past 46 years.
CA Insurance License Number: 0E37097. Resident State CA
Sean C. Zapel
Senior Financial Advisor
First Vice President - Investments
Background and experience
With over 22 years of experience in the financial services industry, Sean believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their goals and objectives. Specifically, Sean provides personalized investment planning with special emphasis on retirement planning, wealth preservation, and legacy planning strategies. Having gained extensive experience throughout major market shifts, Sean takes great pride in helping his clients integrate their lives and values into a unique wealth plan.
Sean began his career as a Financial Advisor with Smith Barney in Los Angeles, where he developed his fundamental investment knowledge. He later joined Wells Fargo Advisors in 2011. Sean shares the passion for helping clients succeed and prosper with his father and colleague Robert Zapel, Senior Financial Advisor, Vice President – Investments. Together, Sean and Robert are equipped to counsel and guide multi-generational-high-net-worth-families.
Licensure and Education
· FINRA Series 7 & 63 Registered
· Insurance & Annuity License
· B.A, Economics, University of California Santa Barbara
Away from the office
Very simply, Sean is a family man who loves spending free time with his wife, Linda, and their two daughters, Savannah and Shelby. Each Sunday you can find Sean and his family attending their local Church where they feel blessed to be part of a strong knit community.
Possessing a lifelong passion for automobiles and motorcycles, Sean is an avid racing fan and always makes time to stay current on Gran Prix Motorcycle and Superbike racing.
To maintain a healthy lifestyle and proper work/life balance, Sean stays active running and swimming along with coaching his daughters soccer teams.
CA Insurance License Number: 0D31167. Resident State CA
With over 22 years of experience in the financial services industry, Sean believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their goals and objectives. Specifically, Sean provides personalized investment planning with special emphasis on retirement planning, wealth preservation, and legacy planning strategies. Having gained extensive experience throughout major market shifts, Sean takes great pride in helping his clients integrate their lives and values into a unique wealth plan.
Sean began his career as a Financial Advisor with Smith Barney in Los Angeles, where he developed his fundamental investment knowledge. He later joined Wells Fargo Advisors in 2011. Sean shares the passion for helping clients succeed and prosper with his father and colleague Robert Zapel, Senior Financial Advisor, Vice President – Investments. Together, Sean and Robert are equipped to counsel and guide multi-generational-high-net-worth-families.
Licensure and Education
· FINRA Series 7 & 63 Registered
· Insurance & Annuity License
· B.A, Economics, University of California Santa Barbara
Away from the office
Very simply, Sean is a family man who loves spending free time with his wife, Linda, and their two daughters, Savannah and Shelby. Each Sunday you can find Sean and his family attending their local Church where they feel blessed to be part of a strong knit community.
Possessing a lifelong passion for automobiles and motorcycles, Sean is an avid racing fan and always makes time to stay current on Gran Prix Motorcycle and Superbike racing.
To maintain a healthy lifestyle and proper work/life balance, Sean stays active running and swimming along with coaching his daughters soccer teams.
CA Insurance License Number: 0D31167. Resident State CA
Ayako Tsuboya
Senior Registered Client Associate
Phone: 213.688.3637
Email: Ayako.Tsuboya@wellsfargo.com
Ayako has been in the financial industry for 25 years starting at Daiwa Securities in 1995 in their U.S Equity department. She has since worked in various capacities in the industry and joined Wells Fargo Advisors in 2014. As our Senior Registered Client Associate, Ayako holds FINRA Series 7, 63, and 66 registrations, and has Insurance & Annuity License. Ayako is a tremendous resource to our practice.
CA Insurance Lic. # 0E65819
Resident State: CA
CA Insurance Lic. # 0E65819
Resident State: CA