Philip Naro

Senior Director of Business Development at XY Planning Network - Bozeman, MT, US

Philip Naro's Colleagues at XY Planning Network
Rupa Pereira

Director Strategic Initiatives

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Madeline Roche

Senior Director of Member Success

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Emily Purdon

Senior Director of XY Tax Solutions

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David Guthmiller

Lead Bookkeeping Specialist

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Hilary Fetter

VP, Sales and Marketing

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Dan Ritter

Senior Manager of XYTS

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Pearl M.

People Operations Manager

Contact Pearl M.

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Philip Naro'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
Company
XY Planning Network
Philip Naro'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 Philip Naro
Philip Naro currently works for XY Planning Network.
Philip Naro's role at XY Planning Network is Senior Director of Business Development.
Philip Naro's email address is ***@xyplanningnetwork.com. To view Philip Naro's full email address, please signup to ConnectPlex.
Philip Naro works in the Financial Services industry.
Philip Naro's colleagues at XY Planning Network are Rupa Pereira, Madeline Roche, Emily Purdon, David Guthmiller, Hilary Fetter, Dan Ritter, Pearl M. and others.
Philip Naro's phone number is N/A
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