Rakesh Suman

MT at XY Planning Network - Bozeman, MT, US

Rakesh Suman's Colleagues at XY Planning Network
sanju dwivedi

Yes

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Kori Lennon

Director of Advisor Education

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Heather Walstad

Director of Finance

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Kelly Moorman

Director of Brand Communications

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Arlene Moss

Executive Business Coach

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Krystal Schmitz

Compliance Specialist

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Chris Johnson

Business Development Specialist

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Rakesh Suman'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
Rakesh Suman'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 Rakesh Suman
Rakesh Suman currently works for XY Planning Network.
Rakesh Suman's role at XY Planning Network is MT.
Rakesh Suman's email address is ***@xyplanningnetwork.com. To view Rakesh Suman's full email address, please signup to ConnectPlex.
Rakesh Suman works in the Financial Services industry.
Rakesh Suman's colleagues at XY Planning Network are sanju dwivedi, Kori Lennon, Heather Walstad, Kelly Moorman, Arlene Moss, Krystal Schmitz, Chris Johnson and others.
Rakesh Suman's phone number is N/A
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