Chelsey Patera

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

Chelsey Patera's Colleagues at XY Planning Network
Shelby Brown

Compliance Consultant

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Jerrylene John

Senior Member Success Manager

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Jared Martin

IT Manager

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Katie Froeber

Marketing Systems Administrator

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David Ketch

Senior Software Engineer

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Katie Brewer

Founding Member

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Patrick Noel

Compliance Consultant

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Chelsey Patera's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Bozeman, Montana, United States
Company
XY Planning Network
Chelsey Patera'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 Chelsey Patera
Chelsey Patera currently works for XY Planning Network.
Chelsey Patera's role at XY Planning Network is Tax Specialist.
Chelsey Patera's email address is ***@xyplanningnetwork.com. To view Chelsey Patera's full email address, please signup to ConnectPlex.
Chelsey Patera works in the Financial Services industry.
Chelsey Patera's colleagues at XY Planning Network are Shelby Brown, Jerrylene John, Jared Martin, Katie Froeber, David Ketch, Katie Brewer, Patrick Noel and others.
Chelsey Patera's phone number is N/A
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