John Burns, Cfp®

John Burns, Cfp® Email and Phone Number

CEO at Exencial Wealth Advisors @ Exencial Wealth Advisors
oklahoma city, oklahoma, united states
John Burns, Cfp®'s Location
Oklahoma City, Oklahoma, United States, United States
About John Burns, Cfp®

John Burns is CEO of Exencial Wealth Advisors, a leading provider of fee-only, objective investment management and financial planning services to individuals, families, corporate executives and business owners all over the country. The firm also serves as a fiduciary for institutional-level clients and corporate and municipal retirement plans. Exencial, which employs more than 30 individuals and manages more than $1.4 billion in total assets, is one of the fastest-growing firms in the United States (as named by Financial Advisor Magazine) and has been listed as one of the country’s top independent RIA firms by the Financial Times. The firm and its experts are regularly called upon for speaking engagements, including panels at major industry conferences hosted by national organizations.Additionally, John and his colleagues are frequently in the news, having been featured on CNBC and Fox Business, as well as quoted in national publications such as The Wall Street Journal, U.S. News & World Report, CNNMoney and Bloomberg.John himself has 30 years of industry experience. One of his initiatives at Exencial has been to attract, retain and mold the next generation of talent to ensure clients will receive a consistent, high level of service for years to come.In addition to his role leading Exencial, he is a founding member of aRIA, the alliance for RIAs, a boutique industry association of six elite RIA firms offering insight for advisors to enhance their firms’ enterprise value. He earned a Bachelor of Science in Business Administration from the University of Oklahoma in 1986. He attained the Certified Financial Planner™ (CFP®) designation in 1992 and serves as a member of the Financial Planning Association on a local and national level. John and his wife, Melanie, live in Oklahoma City. They have three children: Mitchell, who attends Boston College; Jake, who lives and works in Dallas; and Murphy, who lives and works in Phoenix.

John Burns, Cfp®'s Current Company Details
Exencial Wealth Advisors

Exencial Wealth Advisors

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CEO at Exencial Wealth Advisors
oklahoma city, oklahoma, united states
Employees:
56
John Burns, Cfp® Work Experience Details
  • Exencial Wealth Advisors
    Co-Ceo
    Exencial Wealth Advisors 2011 - Present
    Oklahoma City, Oklahoma Area
    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 banks, insurance companies and Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial’s services include all facets of wealth management such as financial planning, tax planning, portfolio management, and executive compensation and planning.
  • Burns Advisory Group
    Ceo & Owner
    Burns Advisory Group Jan 1996 - 2012
    Leads the firm's stratetic direction providing comprehensive investment management services to high networth individuals.CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of industry experience.

John Burns, Cfp® Education Details

Frequently Asked Questions about John Burns, Cfp®

What company does John Burns, Cfp® work for?

John Burns, Cfp® works for Exencial Wealth Advisors

What is John Burns, Cfp®'s role at the current company?

John Burns, Cfp®'s current role is CEO at Exencial Wealth Advisors.

What is John Burns, Cfp®'s email address?

John Burns, Cfp®'s email address is jb****@****sag.com

What is John Burns, Cfp®'s direct phone number?

John Burns, Cfp®'s direct phone number is (405) 478*****

What schools did John Burns, Cfp® attend?

John Burns, Cfp® attended University Of Oklahoma.

Who are John Burns, Cfp®'s colleagues?

John Burns, Cfp®'s colleagues are Leonardo Vs, Shelby King, Kyle Hafstad, Cfp®, Nicholas Piselli, Nicholas Piselli, Cfa, Suzanne Fitzgerald, John Brown.

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