Alan Moore
- Role
- CEO & Co-founder at XYPN
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
About Alan Moore
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for…
Experience
CEO & Co-founder
Feb 2014 — Present
The XY Planning Network is the leading turnkey financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
Education
The University of Georgia
M.S., Family Financial Planning
2010 — 2012
Skills
- Investment Management
- Financial Planning
- Life Transitions
- Career Management
- Teaching
- Retirement Planning
- Financial Independence Planning
- Education
- Tax Strategies
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