Kristin R. Carlton,  CFP<sup>&reg;</sup> - Financial Advisor

Kristin R. Carlton, CFP®

Financial Plannning Senior

Exencial Wealth Advisors, LLC

7373 Broadway, Ste 400
San Antonio, TX 78209
(210) 738-3888


Kristin Carlton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Exencial Wealth Advisors, LLC in San Antonio, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances


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