Andrew Lippert

Tax Specialist at XY Planning Network - Bozeman, MT, US

Andrew Lippert's Colleagues at XY Planning Network
Brandon Moss

Director | Xy Investment Solutions

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Rahul Sharma

Account Relationship Manager

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Alekhya Anitha

Senior HR Consultant

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Sanju Kari

Sales Specialist

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Anu Vats

Senior Manager

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Ashish Mishra

Sales Manager

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Saniya Mehta

Account Manager

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Andrew Lippert's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Greensboro, North Carolina, United States
Company
XY Planning Network
Andrew Lippert's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

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Frequently Asked Questions about Andrew Lippert
Andrew Lippert currently works for XY Planning Network.
Andrew Lippert's role at XY Planning Network is Tax Specialist.
Andrew Lippert's email address is ***@xyplanningnetwork.com. To view Andrew Lippert's full email address, please signup to ConnectPlex.
Andrew Lippert works in the Financial Services industry.
Andrew Lippert's colleagues at XY Planning Network are Brandon Moss, Rahul Sharma, Alekhya Anitha, Sanju Kari, Anu Vats, Ashish Mishra, Saniya Mehta and others.
Andrew Lippert's phone number is N/A
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