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Cima Sean Wintz
Cima Sean Wintz
Executive Director, Financial Planning | Edelman Financial Engines
Alexandria, Virginia, United States
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.
Cima Sean Wintz
Work Experience
Executive Director, Financial Planning at
Edelman Financial Engines
September 2007 - Present
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
******@edelmanfinancialengines.com
Colleagues
Vice President, Sales Optimization And Shared Services
Vice President
Senior Vice President, Financial Planning
Senior Vice President - Financial Planning
Executive Director of Financial Planning at Edelman Financial Engines
Executive Director, Financial Planning
VP of Engineering
Senior Vice President, Financial Planning
VP, Head of Procurement, Accounts Payable, Corporate Travel & Third-Party Vendor Risk
VP, M&A Integration Strategies