Co-Owner & Co-Founder
Current
Mar 2022 - Present
AeroLeads people directory · profile
C.J. Guenzel, Cfp® Email & Phone Number
Seeker, Student, Fiduciary, Caretaker & Entrepreneur
at
Rooted Table Cafe
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 86%
Current company
Role
Seeker, Student, Fiduciary, Caretaker & Entrepreneur
Location
Omaha, Nebraska, United States
Who is C.J. Guenzel, Cfp®? Overview
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Quick answer
C.J. Guenzel, Cfp® is listed as Seeker, Student, Fiduciary, Caretaker & Entrepreneur at Rooted Table Cafe, based in Omaha, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for C.J. Guenzel, Cfp®.
C.J. Guenzel, Cfp® previously worked as Co-Owner & Co-Founder at Rooted Table Cafe and Shareholder & Board Member at First Nebraska Trust Company.
Company email context
Email format at Rooted Table Cafe
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Rooted Table Cafe
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Profile bio
About C.J. Guenzel, Cfp®
I returned to my home state of Nebraska in 2011 to work for an independent trust company, First Nebraska Trust Company. I worked in the financial services and tax industries for over ten years in the Southeast previously. Up until 2011, I served as a Vice President and Trust Officer with one of the nations largest trust companies, U.S Trust, Bank of America Private Wealth Management in Atlanta, GA. Prior to Hurricane Katrina in 2005, my experience in New Orleans included working for Kaplan's CFP® programs, New Orleans KPMG tax department, and Mass Mutual Financial Group. I completed my undergraduate education in Finance and Accounting at Loyola University New Orleans and maintain the Certified Financial Planner® designation. I have a great passion for developing personal relationships and serving the community. Specialties: Estate Administration, Personal Trust Management & Investment Management
Listed skills include Estate Administration, Estate Planning, Personal Development, Retirement Planning, and 18 others.
Current workplace
C.J. Guenzel, Cfp®'s current company
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3 roles
C.J. Guenzel, Cfp® work experience
A career timeline built from the work history available for this profile.
Shareholder & Board Member
Current
First Nebraska Trust Company
Nov 2019 - Present
Manager
Current
Fog Limited Partnership
Management & Stewardship of Real Estate and Jamaica North Industrial Park Development
Apr 2018 - Present
FAQ
Frequently asked questions about C.J. Guenzel, Cfp®
Quick answers generated from the profile data available on this page.
What company does C.J. Guenzel, Cfp® work for?
C.J. Guenzel, Cfp® works for Rooted Table Cafe.
What is C.J. Guenzel, Cfp®'s role at Rooted Table Cafe?
C.J. Guenzel, Cfp® is listed as Seeker, Student, Fiduciary, Caretaker & Entrepreneur at Rooted Table Cafe.
Where is C.J. Guenzel, Cfp® based?
C.J. Guenzel, Cfp® is based in Omaha, Nebraska, United States while working with Rooted Table Cafe.
What companies has C.J. Guenzel, Cfp® worked for?
C.J. Guenzel, Cfp® has worked for Rooted Table Cafe, First Nebraska Trust Company, and Fog Limited Partnership.
How can I contact C.J. Guenzel, Cfp®?
You can use AeroLeads to view verified contact signals for C.J. Guenzel, Cfp® at Rooted Table Cafe, including work email, phone, and LinkedIn data when available.
What skills is C.J. Guenzel, Cfp® known for?
C.J. Guenzel, Cfp® is listed with skills including Estate Administration, Estate Planning, Personal Development, Retirement Planning, Financial Planning, Wealth Management Services, Tax, and Iras.
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