Cassandra Colon

Relationship Manager at Exencial Wealth Advisors - Oklahoma City, OK, US

Cassandra Colon's Colleagues at Exencial Wealth Advisors
Monica Sipes

Partner and Senior Wealth Advisor

Contact Monica Sipes

Derek Northup

CFO and Tax Director

Contact Derek Northup

Murphy Burns

Business Development

Contact Murphy Burns

Ashley Patterson

Tax Administrator

Contact Ashley Patterson

Austin Winsett

Financial Advisor

Contact Austin Winsett

Gianna Mossotti

Relationship Manager

Contact Gianna Mossotti

Dustin Schuetz

Tax Accountant

Contact Dustin Schuetz

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Cassandra Colon's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Oklahoma City Metropolitan Area
Company
Exencial Wealth Advisors
Cassandra Colon's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Cassandra Colon
Cassandra Colon currently works for Exencial Wealth Advisors.
Cassandra Colon's role at Exencial Wealth Advisors is Relationship Manager.
Cassandra Colon's email address is ***@exencialwealth.com. To view Cassandra Colon's full email address, please signup to ConnectPlex.
Cassandra Colon works in the Financial Services industry.
Cassandra Colon's colleagues at Exencial Wealth Advisors are Monica Sipes, Derek Northup, Murphy Burns, Ashley Patterson, Austin Winsett, Gianna Mossotti, Dustin Schuetz and others.
Cassandra Colon's phone number is 405-478-1971
See more information about Cassandra Colon