Satas Gotelli

Santa Fe Metropolitan Area - Manafer at XY Planning Network - Bozeman, MT, US

Satas Gotelli's Colleagues at XY Planning Network
Katie DeMars

Marketing Systems Administrator

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Danelle Kruszka

Tax Intern

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Trejon Talton

Operations Associate

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Sthephany Coutinho

XYTS Operations Intern

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Brijesh Mishra

Intern

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Abdulkayum Shaikh

Xyz

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Sonu Prajapat

Data Entry Operator

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Satas Gotelli's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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N/A
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Company
XY Planning Network
Satas Gotelli'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 Satas Gotelli
Satas Gotelli currently works for XY Planning Network.
Satas Gotelli's role at XY Planning Network is Santa Fe Metropolitan Area - Manafer.
Satas Gotelli's email address is ***@xyplanningnetwork.com. To view Satas Gotelli's full email address, please signup to ConnectPlex.
Satas Gotelli works in the Financial Services industry.
Satas Gotelli's colleagues at XY Planning Network are Katie DeMars, Danelle Kruszka, Trejon Talton, Sthephany Coutinho, Brijesh Mishra, Abdulkayum Shaikh, Sonu Prajapat and others.
Satas Gotelli's phone number is N/A
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