Rupa P.

Director Strategic Initiatives at XY Planning Network - Bozeman, MT, US

Rupa P.'s Colleagues at XY Planning Network
Travis Gano

director of operations

Contact Travis Gano

Nyla Anwer

Account Manager

Contact Nyla Anwer

Isabel Leong

member experience specialist

Contact Isabel Leong

Ivy Taylor

design specialist

Contact Ivy Taylor

Amylee Ledger

Executive Sales Manager

Contact Amylee Ledger

Rachel Black

Tax Specialist

Contact Rachel Black

Lindsey Harrington

lead sales associate

Contact Lindsey Harrington

View All Rupa P.'s Colleagues
Rupa P.'s Contact Details
Email (Verified)
***@xyplanningnetwork.com
Get Rupa P.'s Email Address
Mobile Number
(XXX) XXX-XXXX
Get Rupa P.'s Mobile Number
HQ
N/A
Location
Company
XY Planning Network
Rupa P.'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
Details about XY Planning Network
Frequently Asked Questions about Rupa P.
Rupa P. currently works for XY Planning Network.
Rupa P.'s role at XY Planning Network is Director Strategic Initiatives.
Rupa P.'s email address is ***@xyplanningnetwork.com. To view Rupa P.'s full email address, please signup to ConnectPlex.
Rupa P. works in the Financial Services industry.
Rupa P.'s colleagues at XY Planning Network are Travis Gano, Nyla Anwer, Isabel Leong, Ivy Taylor, Amylee Ledger, Rachel Black, Lindsey Harrington and others.
Rupa P.'s phone number is N/A
See more information about Rupa P.