Jon Burkett-St. Laurent, Senior Portfolio Manager, was selected to appear on an episode of Nasdaq’ Queue and A, hosted by Tyrone Ross.
Jon sat down with Tyrone to discuss options-based portfolios, managing portfolio risk, and helping choose the right retirement plans for clients.
Exencial Wealth Advisors is an SEC-registered investment adviser. Any reference to the terms “registered investment adviser” or “registered” do not imply that Exencial or any person associated with Exencial has achieved a certain level of skill or training.
