Joe Cates

Joe Cates: Email & Phone Number

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

Position:

Director, Financial Planning at Edelman Financial Engines

Location:

Ballwin, Missouri, United States

LinkedIn
View Joe Cates's Email
Up to 10 free lookups. No credit card required.
Last updated: 2026-05-25
Updated: 2026-05-25

Found email addresses for Joe Cates:

Business emails:

Found phone for Joe Cates:

Searching for Joe Cates profiles
0% completed

A different Joe Cates?

Sign up to search for other Joe Cates's across our 850M+ professionals database

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 9 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

Frequently Asked Questions

What is Joe Cates's email address?

SignalHire found a verified business email address for Joe Cates: j*******s@citigroup.com.

What is Joe Cates's phone number?

SignalHire found a verified phone number for Joe Cates: +1-***-***-7847.

How do I contact Joe Cates at Edelman Financial Engines?

You can reach Joe Cates through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Joe Cates's professional background?

Joe Cates has 7 years of professional experience. They have held roles including Paraplanner, Wealth Service Associate, and CrossFit Head Coach at companies such as Legacy Wealth Advisors, Inc., Citi, and Kaw Valley CrossFit. Their education includes Bachelor of Science - BS from The University of Kansas School of Business.

Is Joe Cates's contact information up to date?

Yes. Joe Cates's SignalHire profile was last updated on 25 May 2026, reflecting their current position as Director, Financial Planning at Edelman Financial Engines in Santa Clara, California, United States.

Similar profiles

Name
Company
Position
Sasha Shteyn
Director, Financial Planning
Get contacts
Sean OBannon
Director, Financial Planning
Get contacts
Johnny Johnson
Director, Financial Planning
Get contacts
Daniel Humphrey
Director, Financial Planning
Get contacts
Chris Davidson
Director, Financial Planning
Get contacts
Salvatore Marino
Director, Financial Planning
Get contacts
See more profiles

Other employees at Edelman Financial Engines

Name
Company
Position
Bryant Gauthier
Senior Financial Planner
Get contacts
Sanchitha Hebbar
Software Engineer
Get contacts
Na Ge
Data Analytics Manager
Get contacts
William Daily III
Client Service Associate
Get contacts
Kelly Boisvert
Senior Wealth Planning Support Analyst
Get contacts
Christina Lee
Senior Financial Analyst
Get contacts
Lauren McCracken
Senior Accounting Manager
Get contacts
Shrenik Parekh
Sr Database and Infrastructure Engineer
Get contacts
Oriana Lucia Bonsembiante
Inbound Investment Advisor
Get contacts
Emz Lanza
Senior Service Desk Technician
Get contacts
See more profiles

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP