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
Bachelor of Science (BS) (Business Administration)
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 Bachelor of Science (BS) in Business Administration @ 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 and 1 mobile phone numbers on RocketReach.
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Top Exencial Wealth Advisors Employees
Kristin Carlton
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John Burns
Co-CEO
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Derrick Longo
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Jeff Baty
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Suzanne Fitzgerald
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Pete Trontis
Senior Portfolio Manager
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Bryan Rentschler
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Abraham Olalde
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