Saniya Mehta

Account Manager at XY Planning Network - Bozeman, MT, US

Saniya Mehta's Colleagues at XY Planning Network
Anushri Yatin

Project Specialist

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Abhijeet Mittal

Manager

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Sandeep Vichare

Project Manager

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Ricky Bhel

Consultant

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Taanvi Abar

Manager

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Syed Abdul

Trainee

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Priya Singh

finance positions

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Saniya Mehta's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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(XXX) XXX-XXXX
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Company
XY Planning Network
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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 Saniya Mehta
Saniya Mehta currently works for XY Planning Network.
Saniya Mehta's role at XY Planning Network is Account Manager.
Saniya Mehta's email address is ***@xyplanningnetwork.com. To view Saniya Mehta's full email address, please signup to ConnectPlex.
Saniya Mehta works in the Financial Services industry.
Saniya Mehta's colleagues at XY Planning Network are Anushri Yatin, Abhijeet Mittal, Sandeep Vichare, Ricky Bhel, Taanvi Abar, Syed Abdul, Priya Singh and others.
Saniya Mehta's phone number is N/A
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