John Burns Email & Phone Number
Co-CEO @ Exencial Wealth Advisors
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John Burns Location
- Oklahoma City, OK, US
John Burns Work
- 2011 - now Co-CEO @
- 2002 - 2011 Founder @ Burns Advisory Group
John Burns Education
- University of Oklahoma
John Burns Skills
- CFP
- Valuation
- Registered Investment Advisor
- Wealth Management
- Tax Planning
- Portfolio Management
- High Net Worth
- Gifting Strategies
- Cash Flow
- Estate Evaluation
- Income Tax Projection
- Stock Option Analysis
- Investment Banking
- Capital Markets
- Fixed Income
- Loans
- Credit
- Asset Management
- Corporate Finance
- Equities
- Investments
- Mergers & Acquisitions
- Risk Management
- Derivatives
- Finance
- Mergers and Acquisitions
- RIA
John Burns Summary
- John Burns, based in Oklahoma City, OK, US, is currently a Co-CEO at Exencial Wealth Advisors. John Burns brings experience from previous roles at Burns Advisory Group. John Burns holds a University of Oklahoma. With a robust skill set that includes CFP, Valuation, Registered Investment Advisor, Wealth Management, Tax Planning and more. John Burns has 1 emails on RocketReach.
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Top Exencial Wealth Advisors Employees
Cameron Edson
Assistant Tax Manager
Rowlett, TX, US
Kristin Carlton
Partner - Senior Wealth Advisor
San Antonio, TX, US
John Burns
Co-CEO
Oklahoma City, OK, US
Tim Courtney
Chief Investment Officer
Oklahoma City, OK, US
Dave Totah
Member, Partner, Financial Advisor
Dallas, TX, US
John Burns
Co-CEO
Oklahoma City, OK, US
Jeff Baty
Financial Advisor - Director of Wealth Management
Oklahoma City, OK, US
Suzanne Fitzgerald
President, Executive Counseling
Dallas, TX, US
Brendan Smith
Partner, Senior Wealth Advisor
Guilford, CT, US
Abraham Olalde
Tax Manager
Richardson, TX, US
Anna Park
Lead Tax Senior
Texas, United States
Alex Berney
COO, CCO, Attorney
Oklahoma City, OK, US
Stewart Erickson
Client Discovery Representative
Ventura, CA, US
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