Company Directory
Exencial Wealth Advisors
48 verified professionals. Find their work emails and titles.
Get Exencial Wealth Advisors contacts
Sign up free to see results
People at Exencial Wealth Advisors
48 on file. Each links to their full profile, colleagues, and similar roles.
Neil KrishnaswamyFinancial PlannerScott MorrisTrader/ Investment AnalystCaleb DillardChief Operations OfficerJohn BrownSenior Wealth Advisor, Portfolio ManagerRaahi PatelTax InternMitchell BurnsStock ResearcherBob KnodeWealth AdvisorNathan WegerOperations SpecialistLiza TambungaOperationsAlejandra VillalobosTax Accountant InternThomas McGuiganPrincipalCassandra ColonRelationship ManagerMarshall WelkeDirector Of OperationsJohn BurnsCo-CEOTim CourtneyChief Investment OfficerJean WilczynskiFinancial AdvisorPam WoodDirector Of ComplianceDan RouthAssociate PlannerAshley PattersonTax AdministratorDave TotahWealth AdvisorMatias AcostaInternMatt VenturaManaging Director | Senior Wealth AdvisorJohn BurnsCo-CEOMichael McglashenPartner, Westlake Village Office Manager & Bdo West Coast TerritoryAndrea ElliottExecutive Assistant To The PresidentStewart EricksonNational Outreach ManagerJared SniderSr. Wealth AdvisorShelby KingSenior AccountantPete TrontisSenior Portfolio ManagerMichael ConerlySenior Portfolio ManagerBrendan SmithPartner, Senior Wealth AdvisorAlex BerneyCOO & PartnerDave TotahPartner/senior Wealth AdvisorPhilip RossFinancial AdvisorMonica SipesWealth AdvisorNathan AppleInternD'Anna BooneOffice ManagerDevin LaughlinTax Accounting InternJohn BurnsCo-CEOJohn BurnsCo-CEOJoy ParduhnChief Compliance OfficerJoy ParduhnChief Compliance OfficerSuzanne FitzgeraldPresJohn BurnsCo-CEODavid YepezInvestment Analyst/Portfolio ManagerJoy L ParduhnManagement/ComplianceJohn BurnsCo-CEOJohn BurnsCo-CEO