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November 8, 2024
Honoring Veterans Day
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October 4, 2024
Employee Spotlight with Abraham Olalde
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September 30, 2024
The Essential Ingredients for a Successful Client-Advisor Relationship
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July 12, 2024
Employee Spotlight: Jasen Wallace, CFP®, Wealth Advisor
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July 12, 2024
Elevating Client Relationships Through Fiduciary Excellence
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July 5, 2024
Happy Independence Day!
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April 1, 2024
Employee Spotlight: Cassandra Colon, Client Service Manager
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January 12, 2024
Employee Spotlight: Austin Winsett, Senior Wealth Advisor, CPA
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January 2, 2024
Exencial Named Top Regional Fee-Only RIA in 2023 by InvestmentNews
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January 2, 2024
Exciting Expansion: Weinheimer Wealth Management Joins Our Exencial Family
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December 29, 2023
Happy New Year!
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December 22, 2023
Season's Greetings from Exencial Wealth Advisors
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