Balu Mahendra

Accountant at XY Planning Network - Bozeman, MT, US

Balu Mahendra's Colleagues at XY Planning Network
Deepak Patil

xyz

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Zak Clarke

Zy

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Savannah Potter

Bookkeeper

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Groria Anderson

Accountants

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Phyllis Tang

Human Resources Intern

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Rachel Plotzky

Virtual Marketing Intern

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Mark Krueger

Xamarin Developer

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Balu Mahendra's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Company
XY Planning Network
Balu Mahendra'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.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Frequently Asked Questions about Balu Mahendra
Balu Mahendra currently works for XY Planning Network.
Balu Mahendra's role at XY Planning Network is Accountant.
Balu Mahendra's email address is ***@xyplanningnetwork.com. To view Balu Mahendra's full email address, please signup to ConnectPlex.
Balu Mahendra works in the Financial Services industry.
Balu Mahendra's colleagues at XY Planning Network are Deepak Patil, Zak Clarke, Savannah Potter, Groria Anderson, Phyllis Tang, Rachel Plotzky, Mark Krueger and others.
Balu Mahendra's phone number is N/A
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