Terria Heng

Compliance Consultant at XY Planning Network - Bozeman, MT, US

Terria Heng's Colleagues at XY Planning Network
Katie Ament

Account Specialist

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Milan Chokshi

Bookkeeping Intern

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Eryn Young

Bookkeeping Intern

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Gary Smith

Bossier City Area - CFA

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Avery Heinz

Tax Intern

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Satas Gotelli

Santa Fe Metropolitan Area - Manafer

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Katie DeMars

Marketing Systems Administrator

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Terria Heng'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
Terria Heng'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 Terria Heng
Terria Heng currently works for XY Planning Network.
Terria Heng's role at XY Planning Network is Compliance Consultant.
Terria Heng's email address is ***@xyplanningnetwork.com. To view Terria Heng's full email address, please signup to ConnectPlex.
Terria Heng works in the Financial Services industry.
Terria Heng's colleagues at XY Planning Network are Katie Ament, Milan Chokshi, Eryn Young, Gary Smith, Avery Heinz, Satas Gotelli, Katie DeMars and others.
Terria Heng's phone number is N/A
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