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Cfp® Totah

Partner/ Senior Wealth Advisor at Exencial Wealth Advisors

  • LinkedIn

I'm driven by my desire and passion to help others achieve financial independence by offering objective and unbiased financial advice to those who are committed to achieving financial fre...

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EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS

  • description Description
    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 indepe...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Exencial Wealth Advisors Org Chart and Mapping

Employees

Caleb Stinson

Director of Operations

Diane Di Marco

Executive Assistant, Business Development

Dalton Chaney

Operations Specialist I

Jared Snider

Partner & Sr. Wealth Advisor

Jeff Baty

Financial Advisor - Director of Wealth Management

Pete Trontis

Senior Portfolio Manager

Frequently Asked Questions Regarding Cfp® Totah

Answer: Cfp® Totah works for Exencial Wealth Advisors as Partner/ Senior Wealth Advisor

Answer: Cfp® Totah’s role in Exencial Wealth Advisors is Partner/ Senior Wealth Advisor

Answer: Cfp® Totah's email address is d***@gmail.com

Answer: Cfp® Totah's business email address is d****@exencialwealth.com

Answer: Cfp® Totah’s direct phone number is (***)-***-****

Answer: Cfp® Totah works in the industry of: Financial Services

Answer: Cfp® Totah is the current Partner/ Senior Wealth Advisor at Exencial Wealth Advisors.... Read More

Answer: Cfp® Totah works Exencial Wealth Advisors located at 9108 N Kelley Ave, City, Oklahoma, 73131, United States

Answer: Exencial Wealth Advisors's Partner/ Senior Wealth Advisor is Cfp® Totah

Answer: Cfp® Totah contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@exencialwealth.com

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