Karen Boschert

Senior Wealth Advisor at Exencial Wealth Advisors - Oklahoma City, OK, US

Karen Boschert's Colleagues at Exencial Wealth Advisors
Spencer Noble

Equity Trader, Client Service Associate

Contact Spencer Noble

Michael Conerly

Senior Portfolio Manager

Contact Michael Conerly

Sean Kayes

Business Development Officer

Contact Sean Kayes

Kaye Tahiliani

Senior Wealth Advisor

Contact Kaye Tahiliani

Amanda Durbiano

Trader

Contact Amanda Durbiano

Tim Courtney

Chief Investment Officer

Contact Tim Courtney

Alex Klingelhoeffer

Wealth Advisor

Contact Alex Klingelhoeffer

View All Karen Boschert's Colleagues
Karen Boschert's Contact Details
Email (Verified)
***@exencialwealth.com
Get Karen Boschert's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Karen Boschert's Mobile Number
HQ
405-478-1971
Location
United States
Company
Exencial Wealth Advisors
Karen Boschert'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 Karen Boschert
Karen Boschert currently works for Exencial Wealth Advisors.
Karen Boschert's role at Exencial Wealth Advisors is Senior Wealth Advisor.
Karen Boschert's email address is ***@exencialwealth.com. To view Karen Boschert's full email address, please signup to ConnectPlex.
Karen Boschert works in the Financial Services industry.
Karen Boschert's colleagues at Exencial Wealth Advisors are Spencer Noble, Michael Conerly, Sean Kayes, Kaye Tahiliani, Amanda Durbiano, Tim Courtney, Alex Klingelhoeffer and others.
Karen Boschert's phone number is 405-478-1971
See more information about Karen Boschert