Steven Klein

Senior Software Engineer at XY Planning Network - Bozeman, MT, US

Steven Klein's Colleagues at XY Planning Network
Ivy Taylor

design specialist

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Kate Ross

director of academy

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Shivank Satija

Accountant

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Jocelyn Rucker

Bookkeeping Specialist

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Hilary Fetter

VP, Sales and Marketing

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Jared Martin

IT Manager

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Shelley Laakso

Finance Manager

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Steven Klein's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Nashville,Tennessee,United States
Company
XY Planning Network
Steven Klein'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 Steven Klein
Steven Klein currently works for XY Planning Network.
Steven Klein's role at XY Planning Network is Senior Software Engineer.
Steven Klein's email address is ***@xyplanningnetwork.com. To view Steven Klein's full email address, please signup to ConnectPlex.
Steven Klein works in the Financial Services industry.
Steven Klein's colleagues at XY Planning Network are Ivy Taylor, Kate Ross, Shivank Satija, Jocelyn Rucker, Hilary Fetter, Jared Martin, Shelley Laakso and others.
Steven Klein's phone number is N/A
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