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Cima Sean Wintz

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Cima Sean Wintz

Executive Director, Financial Planning | Edelman Financial Engines

Alexandria, Virginia, United States

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Cima Sean Wintz

Summary

Sean Wintz is an accomplished Executive Director of Financial Planning with over 25 years of experience in the financial services industry. Based in Alexandria, Virginia, he is dedicated to empowering clients to take control of their financial futures through tailored financial strategies. Sean holds a Certified Investment Management Analyst (CIMA) certification from the prestigious Wharton School and specializes in a wide array of financial services including retirement planning, tax-efficient investing, and wealth preservation. His professional journey includes significant tenure at Edelman Financial Engines, where he has developed personalized financial plans for hundreds of clients. Outside of finance, Sean is an elite hiker and enjoys traveling and exploring new cultures, reflecting a well-rounded personality. His commitment to continuous learning and client success sets him apart in the industry.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

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Corporate Experience

Cima Sean Wintz

Work Experience

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Executive Director, Financial Planning at

Edelman Financial Engines

September 2007 - Present

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Cima Sean Wintz

Education

Wharton Executive Education, Certified Investment Management Analysis

January 2017 - January 2019

Georgetown University, Cfp Program

January 2005 - January 2006

University of Maryland Far Eastern Campus, Atsugi Japan

January 1989 - January 1992

Frequently Asked Questions about Cima Sean Wintz

What is Cima Sean Wintz email address?

Cima Sean Wintz's primary email address is ******@edelmanfinancialengines.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cima Sean Wintz work for?

Cima Sean Wintz is a Executive Director, Financial Planning at Edelman Financial Engines, a company specializing in Functions related to depository banking.

Where Cima Sean Wintz graduated from?

Cima Sean Wintz holds a degree in Investments And Securities from Wharton Executive Education.

How can I directly contact Cima Sean Wintz?

To contact Cima Sean Wintz directly, you can use the email address ******@edelmanfinancialengines.com. Complete contact information is available upon registration with Muraena.

Who is Cima Sean Wintz?

Sean Wintz is an accomplished Executive Director of Financial Planning with over 25 years of experience in the financial services industry. Based in Alexandria, Virginia, he is dedicated to empowering clients to take control of their financial futures through tailored financial strategies. Sean holds a Certified Investment Management Analyst (CIMA) certification from the prestigious Wharton School and specializes in a wide array of financial services including retirement planning, tax-efficient investing, and wealth preservation. His professional journey includes significant tenure at Edelman Financial Engines, where he has developed personalized financial plans for hundreds of clients. Outside of finance, Sean is an elite hiker and enjoys traveling and exploring new cultures, reflecting a well-rounded personality. His commitment to continuous learning and client success sets him apart in the industry.

Cima`s contact details

mail

******@edelmanfinancialengines.com

Colleagues

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Shelby Meyer

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Patty Wang

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Eric Peterson

Senior Vice President, Financial Planning

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Cfp Amanda Scull Crpc

Senior Vice President - Financial Planning

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Andrew Coyne

Executive Director of Financial Planning at Edelman Financial Engines

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Cfp Andy Hedrick Chfc Clu Crpc Cbda

Executive Director, Financial Planning

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Artem Udalkin

VP of Engineering

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Gary Murphy

Senior Vice President, Financial Planning

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Sabina Duborg

VP, Head of Procurement, Accounts Payable, Corporate Travel & Third-Party Vendor Risk

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Cfp Stephen Crane

VP, M&A Integration Strategies

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