Exencial Wealth Advisors
Cassandra Colon is an experienced professional in client services and relationship management, currently serving as a Client Services Manager and Relationship Manager at Exencial Wealth Advisors since February 2018. Prior to this role, Cassandra worked at Environmental Testing, Inc. as a Client Services Coordinator from November 2010 to February 2018, and previously at Office Depot as a Territory Development Manager. Cassandra began a career in sales as a Sales Associate at Cintas from June 2008 to June 2009. Educationally, Cassandra holds a Bachelor of Education in Special Education and Teaching from East Central University, completed in 2004.
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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.