Anushri Yatin

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

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XY Planning Network
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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.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Anushri Yatin currently works for XY Planning Network.
Anushri Yatin's role at XY Planning Network is Project Specialist.
Anushri Yatin's email address is ***@xyplanningnetwork.com. To view Anushri Yatin's full email address, please signup to ConnectPlex.
Anushri Yatin works in the Financial Services industry.
Anushri Yatin's colleagues at XY Planning Network are Abhijeet Mittal, Sandeep Vichare, Ricky Bhel, Taanvi Abar, Syed Abdul, Priya Singh, Aafifa Pathan and others.
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