Widmark De Jesus Cano
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Widmark De Jesus Cano Email & Phone Number

Director of Financial Planning at Edelman Financial Engines- Chartered Retirement Planning Counselor™, Steer-Co for UNIDOS- United for Hispanics & Latinos ERG at Edelman Financial Engines
Location: Atlanta Metropolitan Area, United States, United States 13 work roles 2 schools
2 work emails found @edelmanfinancial.com 5 phones found area 954, 408, 404, and 770 LinkedIn matched
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Contact Signals · 2 work emails · 5 phones

Work email w****@edelmanfinancial.com
Direct phone (954) ***-****
LinkedIn Profile matched
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Current company
Role
Director of Financial Planning at Edelman Financial Engines- Chartered Retirement Planning Counselor™, Steer-Co for UNIDOS- United for Hispanics & Latinos ERG
Location
Atlanta Metropolitan Area, United States, United States
Company size

Who is Widmark De Jesus Cano? Overview

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Quick answer

Widmark De Jesus Cano is listed as Director of Financial Planning at Edelman Financial Engines- Chartered Retirement Planning Counselor™, Steer-Co for UNIDOS- United for Hispanics & Latinos ERG at Edelman Financial Engines, a company with 1029 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at edelmanfinancial.com, phone signal with area code 954, 408, 404, 770, and a matched LinkedIn profile for Widmark De Jesus Cano.

Widmark De Jesus Cano previously worked as Director, Financial Planning at Edelman Financial Engines and SR VP Finanical Planning at Edelman Financial Engines. Widmark De Jesus Cano holds Bachelor Of Science (B.S.) from Florida International University.

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Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancial.com
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AeroLeads found 2 current-domain work email signals for Widmark De Jesus Cano. Compare company email patterns before reaching out.

Profile bio

About Widmark De Jesus Cano

I take the guess work out of retirement planning. I have been in the financial services industry for 30+ years in different roles. My personal & professional experiences give me a more comprehensive view of the role advisers should take with clients. I focus my professional practice in helping clients with managing their retirement income flow, wealth management and capital preservation strategies. My goal: Provide Personalized Retirement Strategies.I enjoy simplifying investment strategies and how to use them properly to meet specific needs. While everyone has different investment needs with different timelines, everyone has access to information on the same investment tools, strategies and products to meet those needs. It’s how, when, and why you use a product or a strategy that makes a difference in the outcome to the portfolio’s goals.My background includes retail banking with Centrust Bank, retail stockbroker, Investment banking, structured settlements, Life & Health insurance, Premium Finance, and fee based Independent Investment Adviser services. I have held licensed investment adviser appointments in the past with companies like American Express (IDS) Financial Services, MetLife, Symetra & PlanMember Securities.

Listed skills include Fixed Annuities, Wealth Management, Investments, Strategic Financial Planning, and 24 others.

Current workplace

Widmark De Jesus Cano's current company

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Edelman Financial Engines
Edelman Financial Engines
Director of Financial Planning at Edelman Financial Engines- Chartered Retirement Planning Counselor™, Steer-Co for UNIDOS- United for Hispanics & Latinos ERG
sunnyvale, california, united states
Employees
1029
AeroLeads page
13 roles · 11 years

Widmark De Jesus Cano work experience

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

Sr Vp Finanical Planning

Current

3355 Lenox Road, Suite 950, Atlanta, GA 30326

Sep 2015 - Present

Senior Vice President - Financial Planning

Current

Greater Atlanta Area, Buckhead

You can’t get anywhere in life without a plan. That is why we make it our mission to deliver comprehensive retirement and financial planning to millions of mainstream Americans. Over the past 20 years, we’ve helped millions of everyday Americans prepare for a more secure retirement, and now we’re bringing high-quality help to millions more people just like.

Sep 2015 - Present

Vice President - Investments

Current
The Mutual Fund Store

3355 Lenox Road, Suite 950, Atlanta, GA 30326

Investment Portfolio Services, Retirement Income Planning Services & Wealth Protection

Sep 2015 - Present

Financial Advisor & Retirement Income Planner

Cfis - Cano Financial & Insurance Services

Johns Creek, GA 30022

Dedicated to providing retirement income strategies that may maintain and improve lifestyle in retirement. I am focused on a hybrid approach that incorporates using insurance products with **guaranteed income benefit riders along side traditional portfolio investment strategies. The goal is to create a level of sustainable and reliable income stream, while.

Sep 2013 - Aug 2015

Investment Advisor Representative

Greater Atlanta Area

I assist successful individuals and families with building, protecting and transferring their wealth from group plan accumulation accounts to Retirement income and wealth management strategies. I work with those who value advice and are willing to receive direction. By overseeing my client’s wealth I try to enhance the quality of their lives through.

Mar 2011 - Aug 2015

Independent Investment Advisor Representative

Greater Atlanta Area

As an Independent Financial Adviser & Wealth Manager with Jordan Financial. I worked in a team of advisers providing portfolio & case design. I shared income creation strategies, wealth preservation, & wealth creation strategies using insurance products. We focused on 403b & 401k rollover opportunities for retirement income planning.

Apr 2009 - Mar 2011

Financial Advisor Representative

West Palm Beach, Florida Area

I provided Financial and Insurance services through the Cypress Group located in West Palm Beach.

Mar 2007 - Apr 2009

Regional Sales Manager Premium Finance

Boynton Beach, FL

As a Premium Finance professional I helped High Net Worth clients use life insurance to offset projected estate tax responsibilities through Irrevocable Life Insurance Trusts. I created the preliminary underwriting file to be presented to credit facilities through UBS, Barclays Bank and others for financing of the premiums to pay for permanent life.

May 2007 - Sep 2008

Structured Settelment Financing Representative

Peachtree Settlement Funding

Boynton Beach, FL

Facilitated the purchase of future structured settlement payments through court process.

Sep 2002 - Oct 2007

Registered Representative

Ft. Lauderdale, FL

I provided financial and needs based analysis for individuals and families.

Nov 2000 - Aug 2002

Vp Business Development

Farnell Financial Services

Ft. Lauderdale, FL

I was the primary VP of business development for a boutique Venture Capital & Private Placement Services firm. I helped in the evaluation of business ideas and I created and wrote business plans for the purpose of raising seed or first stage venture capital through Regulation D 506 private offerings. We successfully raised capital for internet based.

May 1995 - Oct 2000

Resteruant Manager

Miami/Fort Lauderdale Area

I managed the front of the house in a 300 seat restaurant that produced over $4 million in combined food and beverage revenues. I also responsible for inventory and food cost controls. I was responsible for managing a staff of 50. When I was needed I also doubled as a Kitchen manager on shift.

Feb 1992 - Oct 1993
Team & coworkers

Colleagues at Edelman Financial Engines

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2 education records

Widmark De Jesus Cano education

Education record

Hialeah High School
FAQ

Frequently asked questions about Widmark De Jesus Cano

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

What company does Widmark De Jesus Cano work for?

Widmark De Jesus Cano works for Edelman Financial Engines.

What is Widmark De Jesus Cano's role at Edelman Financial Engines?

Widmark De Jesus Cano is listed as Director of Financial Planning at Edelman Financial Engines- Chartered Retirement Planning Counselor™, Steer-Co for UNIDOS- United for Hispanics & Latinos ERG at Edelman Financial Engines.

What is Widmark De Jesus Cano's email address?

AeroLeads has found 2 work email signals at @edelmanfinancial.com for Widmark De Jesus Cano at Edelman Financial Engines.

What is Widmark De Jesus Cano's phone number?

AeroLeads has found 5 phone signal(s) with area code 954, 408, 404, 770 for Widmark De Jesus Cano at Edelman Financial Engines.

Where is Widmark De Jesus Cano based?

Widmark De Jesus Cano is based in Atlanta Metropolitan Area, United States, United States while working with Edelman Financial Engines.

What companies has Widmark De Jesus Cano worked for?

Widmark De Jesus Cano has worked for Edelman Financial Engines, Financial Engines, The Mutual Fund Store, Cfis - Cano Financial & Insurance Services, and Planmember Securities Corporation.

Who are Widmark De Jesus Cano's colleagues at Edelman Financial Engines?

Widmark De Jesus Cano's colleagues at Edelman Financial Engines include Lisa Lacross-Courtney, Cfp®, Crpc®, Alan Anthony, Kyle Nolan, Cfp®, Sherry Rupprecht, and Mira Salib.

How can I contact Widmark De Jesus Cano?

You can use AeroLeads to view verified contact signals for Widmark De Jesus Cano at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Widmark De Jesus Cano attend?

Widmark De Jesus Cano holds Bachelor Of Science (B.S.) from Florida International University.

What skills is Widmark De Jesus Cano known for?

Widmark De Jesus Cano is listed with skills including Fixed Annuities, Wealth Management, Investments, Strategic Financial Planning, Financial Services, Insurance, Mutual Funds, and Retirement.

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