Rupa Pereira

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

Rupa Pereira's Colleagues at XY Planning Network
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

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Sara Williams

Operational Specialist at XY Tax Solutions

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Rupa Pereira'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, United States
Company
XY Planning Network
Rupa Pereira'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.

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Frequently Asked Questions about Rupa Pereira
Rupa Pereira currently works for XY Planning Network.
Rupa Pereira's role at XY Planning Network is Director Strategic Initiatives.
Rupa Pereira's email address is ***@xyplanningnetwork.com. To view Rupa Pereira's full email address, please signup to ConnectPlex.
Rupa Pereira works in the Financial Services industry.
Rupa Pereira's colleagues at XY Planning Network are Madeline Roche, Emily Purdon, David Guthmiller, Hilary Fetter, Dan Ritter, Pearl M., Sara Williams and others.
Rupa Pereira's phone number is N/A
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