Joe Cates

Joe Cates: Email & Phone Number

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Director, Financial Planning at Edelman Financial Engines|Ballwin, Missouri, United States

Position:

Director, Financial Planning at Edelman Financial Engines

Location:

Ballwin, Missouri, United States

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Last updated: 2026-07-04
Updated: 2026-07-04

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Work Experience 7 years

Director, Financial Planning at Edelman Financial Engines

Mar 2026 - Current

Paraplanner at Legacy Wealth Advisors, Inc.

Feb 2025 - Mar 2026

Wealth Service Associate at Citi

Jun 2023 - Feb 2025

CrossFit Head Coach at Kaw Valley CrossFit

May 2019 - Jun 2023

Joe Cates started working in 2019, then the employee has changed 3 companies and 3 jobs. On average, Joe Cates works for one company for 1 year 10 months.

Their professional focus is Communication, Customer Service, and Problem Solving across 3 core areas.

Joe holds Series 66, Series 63, and Series 7 certifications.

Education

Bachelor of Science - BS at The University of Kansas School of Business

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