Name: Monica Sipes, cfp®, cima®

 Company: Exencial wealth advisors

 Job title: Socio y Asesor Senior de Riqueza

 Country of Residence: United States

 Precise location: Dallas/Fort Worth Area

Website of the company : exencialwealth.com / Size of the company : sign up to find out


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 People working at Exencial wealth advisors

Name
Job Title
Action
  Monica Sipes, cfp®, cima®
Socio y Asesor Senior de Riqueza
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  Dave Totah,cfp®
Asesor de Riqueza
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  John Burns
Co-supervisor general
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  Kyle Hafstad
Asesor de Planificación de Bienes
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  Caleb Dillard, cfa
Oficial Jefe de Operaciones
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