Exencial Wealth Advisors
Alex Klingelhoeffer, CFA, CFP® is a Wealth Advisor at Exencial Wealth Advisors since November 2019. Previously, Alex served as a Senior Financial Consultant and Trading Specialist at Charles Schwab from July 2013 to November 2019. Before entering the financial sector, Alex worked as a Reporter and Producer for KOMU-TV, creating news packages and managing broadcast teams from 2010 to August 2012. Alex also reported on government affairs for Missouri Digital News from 2009 to 2010. Alex holds a Bachelor of Arts degree in Economics with a focus on econometrics, statistics, and corporate finance, as well as a Bachelor's degree in Journalism with a concentration in radio and television broadcast journalism, both from the University of Missouri-Columbia, completed in 2012.
Exencial Wealth Advisors
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 Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.