Rahul Sharma

Account Relationship Manager 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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Frequently Asked Questions about Rahul Sharma
Rahul Sharma currently works for XY Planning Network.
Rahul Sharma's role at XY Planning Network is Account Relationship Manager.
Rahul Sharma's email address is ***@xyplanningnetwork.com. To view Rahul Sharma's full email address, please signup to ConnectPlex.
Rahul Sharma works in the Financial Services industry.
Rahul Sharma's colleagues at XY Planning Network are Alekhya Anitha, Sanju Kari, Anu Vats, Ashish Mishra, Saniya Mehta, Anushri Yatin, Abhijeet Mittal and others.
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