Stewart Erickson

#wealthmanagement # retirementplanning #businessdevelopment #executivemanagment #salesexecutive

Role: National Outreach Manager at Exencial Wealth Advisors
Location: Ventura, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Stewart Erickson

Enterprise Strategist Proven acumen in formation, development, and successful…

Experience

National Outreach Manager
Exencial Wealth Advisors
Aug 2024 — Present

Education

University of Montana
Bachelor of Science (BS)
University of Montana
B.S.

Skills

Beekeeping
Sustainability
Energy Economics
Sustainable Agriculture
Agriculture
Horticulture
Biomass
Carbon
Climate Change
Natural Resource Management
Rural Development
Environmental Policy
Environmental Education
Renewable Energy
Sustainable Energy
Organic Farming
Farms
Alternative Energy
Start-Ups
Public Speaking

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
s••••••••@exencialwealth.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••06

Unlock verified contacts

Free to start · No credit card required

Current company

Exencial Wealth Advisors

Financial Services · 65 employees · Founded 2003 · Oklahoma City, Oklahoma, United States

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. Effective March 31, 2026, Exencial Wealth Advisors joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at

exencialwealth.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.