Kim Wolff

Content and Curriculum Manager at XY Planning Network - Bozeman, MT, US

Kim Wolff's Colleagues at XY Planning Network
Jocelyn Tillisch

compliance specialist

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Tess Hollister

People & Culture: Team Engagement Specialist

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Whitney Mitchell

email marketing specialist

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John Scotto

Office Manager

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Terria Heng

Compliance Consultant

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Katie Ament

Account Specialist

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Milan Chokshi

Bookkeeping Intern

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Kim Wolff's Contact Details
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***@xyplanningnetwork.com
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(XXX) XXX-XXXX
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XY Planning Network
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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 Kim Wolff
Kim Wolff currently works for XY Planning Network.
Kim Wolff's role at XY Planning Network is Content and Curriculum Manager.
Kim Wolff's email address is ***@xyplanningnetwork.com. To view Kim Wolff's full email address, please signup to ConnectPlex.
Kim Wolff works in the Financial Services industry.
Kim Wolff's colleagues at XY Planning Network are Jocelyn Tillisch, Tess Hollister, Whitney Mitchell, John Scotto, Terria Heng, Katie Ament, Milan Chokshi and others.
Kim Wolff's phone number is N/A
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