Position:
Director, Financial Planning at Edelman Financial Engines
Location:
Ballwin, Missouri, United States
Found email addresses for Joe Cates:
Found phone for Joe Cates:
Mar 2026 - Current
Feb 2025 - Mar 2026
Jun 2023 - Feb 2025
May 2019 - Jun 2023
Their professional focus is Communication, Customer Service, and Problem Solving across 3 core areas.
Joe holds Series 66, Series 63, and Series 7 certifications.
Bachelor of Science - BS at The University of Kansas School of Business
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.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.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.