Financial AdvisorShane Wieters
States Insurance Licensed:
CT, WI, OR, NC, MT, NV, AZ, CO, CA
License Number (CA):
4115118
Address:
1 Park Plz
Ste 720
Irvine, CA 92614
US
Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote

I've grown up in Southern California and have lived in Rancho Santa Margarita for most of my life. I have two young children that I get the pleasure of watching grow every day. Together we enjoy Golfing, Camping and the sports they are involved in. Currently that is soccer.

Before I entered the financial services industry, I was a committed Store Manager for Guitar Center in which I helped customers fulfill their musical goals and passion as well as trained and lead store teams to hit their potential. During this time, one of my favorite parts of my career was talking to customers daily and getting to know them on a personal basis. While I have a passion for leading, growing retail stores and teams, it wasn't my true calling.

I began my career with Mutual of Omaha in June of 2021 to meet my calling in the Financial Services industry. Today, I am a Registered Representative and Financial Advisor with my Series 66 and Series 7 registrations. These, along with several state insurance licenses, have allowed me to fully help my client's needs, not only to protect what they have worked so hard to achieve during their lifetime but also to invest and meet their financial goals for the future.

I enjoy working with clients in my hometown of Rancho Santa Margarita and the surrounding communities of Trabuco Canyon, Ladera Ranch, Mission Viejo and Foothill Ranch and the communities of Irvine, Costa Mesa and Newport beach that neighbor my home office which is located in the city of Irvine. My clients consist of small families, younger individuals all the way to those nearing retirement and beyond.

Whether it is to help protect your hard-earned assets with the use of Insurance or to protect your income through Disability Income Insurance, I am here to help and be a resource. I also provide the following services for a long list of needs including Long Term Care or Medicare Supplement to help address future or current needs, invest for retirement by opening Roth or Traditional IRAs and pursue wealth with an Individual Investment Account.

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy. I work with honesty and transparency in meeting my client's needs and strive to learn something new every day to improve my skills and knowledge so I can always be in the best position to serve you.

Financial AdvisorShane Wieters

I've grown up in Southern California and have lived in Rancho Santa Margarita for most of my life. I have two young children that I get the pleasure of watching grow every day. Together we enjoy Golfing, Camping and the sports they are involved in. Currently that is soccer.

Before I entered the financial services industry, I was a committed Store Manager for Guitar Center in which I helped customers fulfill their musical goals and passion as well as trained and lead store teams to hit their potential. During this time, one of my favorite parts of my career was talking to customers daily and getting to know them on a personal basis. While I have a passion for leading, growing retail stores and teams, it wasn't my true calling.

I began my career with Mutual of Omaha in June of 2021 to meet my calling in the Financial Services industry. Today, I am a Registered Representative and Financial Advisor with my Series 66 and Series 7 registrations. These, along with several state insurance licenses, have allowed me to fully help my client's needs, not only to protect what they have worked so hard to achieve during their lifetime but also to invest and meet their financial goals for the future.

I enjoy working with clients in my hometown of Rancho Santa Margarita and the surrounding communities of Trabuco Canyon, Ladera Ranch, Mission Viejo and Foothill Ranch and the communities of Irvine, Costa Mesa and Newport beach that neighbor my home office which is located in the city of Irvine. My clients consist of small families, younger individuals all the way to those nearing retirement and beyond.

Whether it is to help protect your hard-earned assets with the use of Insurance or to protect your income through Disability Income Insurance, I am here to help and be a resource. I also provide the following services for a long list of needs including Long Term Care or Medicare Supplement to help address future or current needs, invest for retirement by opening Roth or Traditional IRAs and pursue wealth with an Individual Investment Account.

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy. I work with honesty and transparency in meeting my client's needs and strive to learn something new every day to improve my skills and knowledge so I can always be in the best position to serve you.

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote
States Insurance Licensed:
CT, WI, OR, NC, MT, NV, AZ, CO, CA
License Number (CA):
4115118
Address:
1 Park Plz
Ste 720
Irvine, CA 92614
US

I am here to listen

How we will work together

As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

Learning Center

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Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
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