Derek CPA

CFO and Tax Director at Exencial Wealth Advisors - Oklahoma City, OK, US

Derek CPA's Colleagues at Exencial Wealth Advisors
Vijay Khare

Marketing Manager

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Victoria Haas

Client Service Manager and Compliance Officer

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Samuel Rummage

Operations Specialist

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Danna Boone

Office Manager

Contact Danna Boone

DAnna Boone

Office Manager

Contact DAnna Boone

Brennon Hawkins

Investment Trader

Contact Brennon Hawkins

Derrick Longo

Wealth Advisor

Contact Derrick Longo

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Derek CPA'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
Company
Exencial Wealth Advisors
Derek CPA'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 Derek CPA
Derek CPA currently works for Exencial Wealth Advisors.
Derek CPA's role at Exencial Wealth Advisors is CFO and Tax Director.
Derek CPA's email address is ***@exencialwealth.com. To view Derek CPA's full email address, please signup to ConnectPlex.
Derek CPA works in the Financial Services industry.
Derek CPA's colleagues at Exencial Wealth Advisors are Vijay Khare, Victoria Haas, Samuel Rummage, Danna Boone, DAnna Boone, Brennon Hawkins, Derrick Longo and others.
Derek CPA's phone number is 405-478-1971
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