Randy James Farina

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 03/1997 → 11/2016
  Putnam Investments
  Boston, MA
• 01/2017 → 11/2018
  Westwood Global
  Boston, MA
• 12/2018 → 07/2020
  Extended Family Leave
  Falmouth, MA
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2020-10-12 → 2026-04-30
  Exencial Wealth Advisors
  Huntersville, NC
  Oklahoma City, OK

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-04-28

Designations

• Chartered Financial Analyst