Keith Truex, Cima®
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Keith Truex, Cima® Email & Phone Number

Director, Financial Planning at Edelman Financial Engines
Location: Red Bank, New Jersey, United States 8 work roles 1 school
1 work email found @edelmanfinancialengines.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@edelmanfinancialengines.com
LinkedIn Profile matched
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Current company
Edelman Financial Engines
Role
Director, Financial Planning
Location
Red Bank, New Jersey, United States
Company size
1029 employees

Who is Keith Truex, Cima®? Overview

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Quick answer

Keith Truex, Cima® is listed as Director, Financial Planning at Edelman Financial Engines, a with 1029 employees, based in Red Bank, New Jersey, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com and a matched LinkedIn profile for Keith Truex, Cima®.

Keith Truex, Cima® previously worked as Wealth Management Advisor at Tiaa-Cref and Director of Due Diligence at Lord Abbett & Co. Llc. Keith Truex, Cima® holds Bachelor Of Arts - Ba, Business from Richard Stockton College Of New Jersey.

Company email context

Email format at Edelman Financial Engines

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*@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Keith Truex, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Keith Truex, Cima®

I hold the CIMA designation, Certified Investment Management Analyst and have over 25+ years of experience in financial services. I worked for several years as an institutional investment specialist and national account manager representing large investment companies. Now I find it extremely gratifying working with individuals and families and getting to know them on a personal level and helping them reach their financial goals. I have expertise in navigating the financial markets, investment strategies, asset allocation, risk management, financial and retirement planning, tax efficient income strategies, long term care and life insurance and estate planning.I enjoy spending time with my family and outdoor activities around the Jersey shore.

Listed skills include Alternative Investments, Series 7, Mutual Funds, Asset Management, and 15 others.

Current workplace

Keith Truex, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Director, Financial Planning
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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8 roles · 34 years

Keith Truex, Cima® work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Tiaa-Cref
Sep 2014 - Feb 2022

Director Of Due Diligence

Lord Abbett & Co. Llc

90 Hudson St, Jersey City, Nj 07302

Mar 2012 - May 2013

Executive Vice President

Cambridge Financial Group, Inc.
Jan 2010 - May 2011

Vice President, Analyst Relations

Alliance Capital
Oct 2003 - Sep 2004
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

LR Likhitha Reddy Likhitha Reddy Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States View → EC Edmund Callahan, Cfp® Edmund Callahan, Cfp® Colleague at Edelman Financial EnginesGreater Hartford, United States View → JM Jennifer Montalto Jennifer Montalto Colleague at Edelman Financial EnginesGreater Philadelphia, United States View → JM Jonathan Max Merrigan, Cfp® Jonathan Max Merrigan, Cfp® Colleague at Edelman Financial EnginesSuffolk County, Massachusetts, United States View → DJ David Jacquin David Jacquin Colleague at Edelman Financial EnginesGreater Boston, United States View → AR Alex Reader Alex Reader Colleague at Edelman Financial EnginesGreater Minneapolis-St. Paul Area, United States View → MD Matthew Duskey, Mba, Cfp® Matthew Duskey, Mba, Cfp® Colleague at Edelman Financial EnginesGreater Chicago Area, United States View → HH Haley Hofeld, Cfp® Haley Hofeld, Cfp® Colleague at Edelman Financial EnginesPortland, Oregon, United States View → AF Alex Feria, Cfp®,Crpc™ Alex Feria, Cfp®,Crpc™ Colleague at Edelman Financial EnginesAvondale, Arizona, United States View → NB Nathan Bardin, Cfp®, Crpc® Nathan Bardin, Cfp®, Crpc® Colleague at Edelman Financial EnginesPhoenix, Arizona, United States View →
1 education record

Keith Truex, Cima® education

FAQ

Frequently asked questions about Keith Truex, Cima®

Quick answers generated from the profile data available on this page.

What company does Keith Truex, Cima® work for?

Keith Truex, Cima® works for Edelman Financial Engines.

What is Keith Truex, Cima®'s role at Edelman Financial Engines?

Keith Truex, Cima® is listed as Director, Financial Planning at Edelman Financial Engines.

What is Keith Truex, Cima®'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Keith Truex, Cima® at Edelman Financial Engines.

Where is Keith Truex, Cima® based?

Keith Truex, Cima® is based in Red Bank, New Jersey, United States while working with Edelman Financial Engines.

What companies has Keith Truex, Cima® worked for?

Keith Truex, Cima® has worked for Edelman Financial Engines, Tiaa-Cref, Lord Abbett & Co. Llc, Cambridge Financial Group, Inc., and Dws Investments.

Who are Keith Truex, Cima®'s colleagues at Edelman Financial Engines?

Keith Truex, Cima®'s colleagues at Edelman Financial Engines include Likhitha Reddy, Edmund Callahan, Cfp®, Jennifer Montalto, Jonathan Max Merrigan, Cfp®, and David Jacquin.

How can I contact Keith Truex, Cima®?

You can use AeroLeads to view verified contact signals for Keith Truex, Cima® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Keith Truex, Cima® attend?

Keith Truex, Cima® holds Bachelor Of Arts - Ba, Business from Richard Stockton College Of New Jersey.

What skills is Keith Truex, Cima® known for?

Keith Truex, Cima® is listed with skills including Alternative Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Series 63, Investments, and Separately Managed Accounts.

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