Trent Davidson, Cfp®, Crpc®
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Trent Davidson, Cfp®, Crpc® Email & Phone Number

Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines
Location: Phoenix, Arizona, United States 13 work roles 2 schools
1 work email found @edelmanfinancial.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Edelman Financial Engines
Role
Director, Financial Planning at Edelman Financial Engines
Location
Phoenix, Arizona, United States
Company size
1029 employees

Who is Trent Davidson, Cfp®, Crpc®? Overview

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Quick answer

Trent Davidson, Cfp®, Crpc® is listed as Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines, a with 1029 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at edelmanfinancial.com and a matched LinkedIn profile for Trent Davidson, Cfp®, Crpc®.

Trent Davidson, Cfp®, Crpc® previously worked as Director of Financial Planning at Edelman Financial Engines and Financial Planner - Dedicated Planner Team at Edelman Financial Engines. Trent Davidson, Cfp®, Crpc® holds Undergrad, Business (Entrepreneurship) from California State University-Sacramento.

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Email format at Edelman Financial Engines

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*@edelmanfinancial.com
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Profile bio

About Trent Davidson, Cfp®, Crpc®

Trent Davidson, Cfp®, Crpc® is a Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines. He possess expertise in leadership, microsoft office, microsoft excel, public speaking, microsoft word and 21 more skills. He is proficient in Portuguese. Colleagues describe him as "Trent has a wealth of knowledge, skill, and ability to offer any organization. I had the pleasure of attending a handful of the same classes with him during my undergrad and I can not express enough that he is a natural leader. He seemed to always lead his project-groups with charisma as well as integrity while being a team player. You the Man Trent!" and "Trent was a pleasure to have in class at Sacramento State University. The expertise he demonstrated while presenting on class projects portrayed his dedication to his teammates as well as a level of integrity that inspired other groups to maximize their performance. His ability to communicate effectively in a professional manner will be valued in any corporate or team setting."

Listed skills include Leadership, Microsoft Office, Microsoft Excel, Public Speaking, and 22 others.

Current workplace

Trent Davidson, Cfp®, Crpc®'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 at Edelman Financial Engines
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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13 roles

Trent Davidson, Cfp®, Crpc® work experience

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

Independent Financial Advisor Support Specialist

Charles Schwab

Phoenix, Arizona Area

Assisted and Educated Independent Financial Advisors in filling out Schwab documents and using Schwab's platform.Volunteered and was chosen as team International Account and Trust Account Subject Matter Expert.Nominated by manager and team lead and chosen by directors for 12-week self-study Series 7 exam preparation program, which I passed on the first try.My team was chosen as the department's "Team of the Quarter" for 3rd Quarter 2015.Proactively coordinate and co-chair the team Move Money Committee.

Sep 2014 - Dec 2015

Manager

D&S English School

Brazil

Led our team in marketing that Increased enrollments from 50 to 150 in 1 year.Achieved monthly cash-flow after 6 months by eliminating unnecessary expenditures and finding multiple streams of income.Continually Proactive in searching for and adopting of technology to continually manage internationally and enhance distance learning experience.

Jan 2012 - Dec 2015

Financial Services Officer

Sacramento Credit Union

Sacramento, California Area

Promoted to Financial Services officer position after 9 months with the company.Show service and sales mindset by becoming #1 cross-selling FSO over the past year.Increased branch consumer lending year-over-year during each of the last twelve months.Collaborate with marketing and operations to develop and implement new processes and systems. Finished second in credit union in investment referral contest during the Fourth Quarter of 2013.Actively mentor and coach tellers in their sales approach and in helping them reach their goals.Nominated and selected by management and peers to be part of the President’s Circle.Complete loan process from application, gathering documents, processing paperwork and funding.

Jun 2013 - Aug 2014

Member Services Representative

Sacramento Credit Union

Sacramento, California Area

I cheerfully greet members by name.I enjoy recommending products or ideas to members that save them time and money and bring them peace of mind.Finished 4th in a company wide investment referral competition.

Aug 2012 - Jun 2013

Account Representative

Lds Employment Resource Services

Sacramento, California Area

I love to help job seekers in their search for employment and education to attain job skills.I enjoy giving employers an opportunity to find the most qualified and diligent future employees for their needs.

Jul 2012 - Aug 2012

Administrative Assistant

Center For Entrepreneurship

6000 J St. Sacramento, Ca 95819

Chosen by Associate Professor of Entrepreneurship to work in this student position at Cal State Sacramento.

Sep 2011 - Jan 2012

Server

Taste Of Brazil

Sacramento, California Area

I served guests in both English and Brazilian Portuguese.Maintained a clean front of house and server station and restroom.I led a team of four CSUS business undergrads write a Small Business Consultation paper for the owners, which is currently being used as an outline for reopening the restaurant.

Jun 2010 - May 2011

Teller/Universal Banker

U.S. Bank

1001 Alhambra Blvd. Sacramento, Ca

I worked at four different branches in California and Utah for 5 years total.Awarded for perfect customer service survey scores on a regular basis.Successfully achieved teller goals while reaching minimum banker's sales standards.Showed flexibility and versatility working as either a teller or banker, as needed.Took initiative by troubleshooting simple computer hardware problems.Ranked #1 sales Teller in South Salt Lake City District 4th quarter 2007.Chosen to train a new teller, who then ranked #1 in sales for 1st quarter of 2008.Accepted additional responsibility while the Lead Teller position was vacant.Showed focus by maintaining 98% accuracy in end of the day drawer balancing.

Jan 2005 - Dec 2009
Team & coworkers

Colleagues at Edelman Financial Engines

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

SG Somya Gupta Somya Gupta Colleague at Edelman Financial EnginesPleasanton, California, United States View → CB Cindy Brillant Cindy Brillant Colleague at Edelman Financial EnginesDetroit Metropolitan Area, United States View → JH Jennifer Herrera Jennifer Herrera Colleague at Edelman Financial EnginesBroomfield, Colorado, United States View → CB Carol Beckett Carol Beckett Colleague at Edelman Financial EnginesEast Meadow, New York, United States View → JS Jennifer Sevier Jennifer Sevier Colleague at Edelman Financial EnginesRockville, Maryland, United States View → SM Steve Maslowsky Steve Maslowsky Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States View → BC Bryan Clark Bryan Clark Colleague at Edelman Financial EnginesOverland Park, Kansas, United States View → JA Jason Auchana Jason Auchana Colleague at Edelman Financial EnginesPeoria, Arizona, United States View → HH Haley Hofeld, Cfp® Haley Hofeld, Cfp® Colleague at Edelman Financial EnginesPortland, Oregon, United States View → MN Mariel Nicolas Mariel Nicolas Colleague at Edelman Financial EnginesSan Francisco Bay Area, United States View →
2 education records

Trent Davidson, Cfp®, Crpc® education

Undergrad, Business (Entrepreneurship)

California State University-Sacramento

Activities and Societies: SACE I studied Entrepreneurship: How to start my own business; how to be an entrepreneur in an existing.

Diploma, General Education, Spanish, Law

Vacaville High School

Activities and Societies: I attended religion classes at 6:30 AM before school for four years. I took a paralegal class and Introduction.

FAQ

Frequently asked questions about Trent Davidson, Cfp®, Crpc®

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

What company does Trent Davidson, Cfp®, Crpc® work for?

Trent Davidson, Cfp®, Crpc® works for Edelman Financial Engines.

What is Trent Davidson, Cfp®, Crpc®'s role at Edelman Financial Engines?

Trent Davidson, Cfp®, Crpc® is listed as Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines.

What is Trent Davidson, Cfp®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancial.com for Trent Davidson, Cfp®, Crpc® at Edelman Financial Engines.

Where is Trent Davidson, Cfp®, Crpc® based?

Trent Davidson, Cfp®, Crpc® is based in Phoenix, Arizona, United States while working with Edelman Financial Engines.

What companies has Trent Davidson, Cfp®, Crpc® worked for?

Trent Davidson, Cfp®, Crpc® has worked for Edelman Financial Engines, Fidelity Investments, Charles Schwab, D&S English School, and Sacramento Credit Union.

Who are Trent Davidson, Cfp®, Crpc®'s colleagues at Edelman Financial Engines?

Trent Davidson, Cfp®, Crpc®'s colleagues at Edelman Financial Engines include Somya Gupta, Cindy Brillant, Jennifer Herrera, Carol Beckett, and Jennifer Sevier.

How can I contact Trent Davidson, Cfp®, Crpc®?

You can use AeroLeads to view verified contact signals for Trent Davidson, Cfp®, Crpc® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Trent Davidson, Cfp®, Crpc® attend?

Trent Davidson, Cfp®, Crpc® holds Undergrad, Business (Entrepreneurship) from California State University-Sacramento.

What skills is Trent Davidson, Cfp®, Crpc® known for?

Trent Davidson, Cfp®, Crpc® is listed with skills including Leadership, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Sales, Team Leadership, and Customer Service.

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