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FIND AN ADVISOR
Erik Kroll, CFP®. Wauwatosa, WI. Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial Advisors. His mission is to help people across their whole financial picture. With a specialization in student loans, he has advised on over $5 million instudent debt.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. PAUL CIPRIANO, CFP®, MBA About Paul Cipriano, CFP®, MBA. I’m Paul Cipriano, the founder of Cipriano Wealth Management. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. TRICIA KOLLATH, CFP®, CSLP® INSPIRED FINANCIAL PLANNERS, LLC As a wife, mom, and Certified Financial Planner™ practitioner with countless career goals, I’m tackling many of the same challenges my clients face. Personally, I can think of no more fitting career for me than advising others on how to manage their current financial realities while pursuing their future dreams. I specialize in working with young professionals with families and student JOSEPH KUO, CFP®, CMA Abundance Wealth Planning works with clients wanting more than just wealth, they want more joy, peace and connections. Joseph started this advisory firm because he believes that it is as important to address the desires underneath the financial goals and stresses as it is to plan and manage. Having worked in family business and as a finance executive in public technology firms, he lovesFIND AN ADVISOR
Erik Kroll, CFP®. Wauwatosa, WI. Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial Advisors. His mission is to help people across their whole financial picture. With a specialization in student loans, he has advised on over $5 million instudent debt.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. PAUL CIPRIANO, CFP®, MBA About Paul Cipriano, CFP®, MBA. I’m Paul Cipriano, the founder of Cipriano Wealth Management. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. TRICIA KOLLATH, CFP®, CSLP® INSPIRED FINANCIAL PLANNERS, LLC As a wife, mom, and Certified Financial Planner™ practitioner with countless career goals, I’m tackling many of the same challenges my clients face. Personally, I can think of no more fitting career for me than advising others on how to manage their current financial realities while pursuing their future dreams. I specialize in working with young professionals with families and student JOSEPH KUO, CFP®, CMA Abundance Wealth Planning works with clients wanting more than just wealth, they want more joy, peace and connections. Joseph started this advisory firm because he believes that it is as important to address the desires underneath the financial goals and stresses as it is to plan and manage. Having worked in family business and as a finance executive in public technology firms, he loves MICHAEL TARASCIO, CFP® About Michael Tarascio, CFP® Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using comprehensive financial planning to help business owners save more of their money, pay less tax, retain their employees, and use theirbusiness for
CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. ANDREW KATZ-MOSES, CFP® About Andrew Katz-Moses, CFP® Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus onliving life.
KYLE EATON, CFP®, CDFA Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. We provide a high level of comprehensive wealth management services. We focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped ALAN MOORE: WHAT MILLENNIAL INVESTORS WANT https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png 0 0 Rachel Plotzky https://www.xyplanningnetwork.com/wp-content GOOD FINANCIAL READS: LET'S TALK PORTFOLIO COMPOSITION Good Financial Reads: Let's Talk Portfolio Composition. We recently talked about the difficulty that high valuations and low interest rates pose to investors, and how to approach them.In this post, we dig deeper into the effectiveness of two key levers we discussed: staying invested and being diversified. 5 PLACES TO LOOK FOR AND FIND YOUR FIRST CLIENTS Provide links to your social media accounts, your website, and your newsletter signup spot. A launch e-mail is a great tool to utilize in order to land your first client -- and a smart way to start growing your newsletter list right from the start. GEN Y/MILLENNIALS ARCHIVES About Trace Tisler, CFP ®. Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years. After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm. THE SEC'S NEW MARKETING RULE, EXPLAINED 7.5 MIN READ . On December 22, 2020, the SEC announced the finalized amendments to its proposed advertising rules and rules pertaining to solicitor’s arrangements applied to Registered Investment Advisers under the Adviser’s Act. The final rule has been long-awaited to modernize rules that have not been changed since their adoption in 1961 and 1979, respectively. | FINANCIAL PLANNING Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne RossFIND AN ADVISOR
Quick Bio: Michelle Underwood Gass, CFP, CPA is a Dallas, TX and Fayetteville, AR fee-only financial advisor and investment manager. Paradigm Advisors, LLC specializes in financial planning, investment management, and retirement planning to help clients, mainly young professionals, work towards their financial goals at all stages oflife.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for the CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning.XY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence inKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events.FIND AN ADVISOR
Quick Bio: Michelle Underwood Gass, CFP, CPA is a Dallas, TX and Fayetteville, AR fee-only financial advisor and investment manager. Paradigm Advisors, LLC specializes in financial planning, investment management, and retirement planning to help clients, mainly young professionals, work towards their financial goals at all stages oflife.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for the CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning.XY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence inKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators JOIN XYPN - XYPN PORTAL Join XYPN. Not a member yet? To start the application, you’ll need to create an account with XYPN first. You’ll use this account throughout your membership, so don’t forget the credentials you use! MICHAEL TARASCIO, CFP® About Michael Tarascio, CFP® Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using comprehensive financial planning to help business owners save more of their money, pay less tax, retain their employees, and use theirbusiness for
JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events. ALAN MOORE: WHAT MILLENNIAL INVESTORS WANT https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png 0 0 Rachel Plotzky https://www.xyplanningnetwork.com/wp-content MICHAEL HARTMAN, CFP®, RICP® Michael Hartman provides Retirement Planning services designed to help late stage career professionals safely transition into the next chapter of their lives. Our services are best suited for: - Individuals aged 50+ who are retired or plan to retire in the next 5 years. -Diligent savers who have accumulated investments of $500,000 or more. -People who value hiring an expert because they know KYLE EATON, CFP®, CDFA Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. We provide a high level of comprehensive wealth management services. We focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped ANDREW KATZ-MOSES, CFP® About Andrew Katz-Moses, CFP® Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus onliving life.
THE SEC'S NEW MARKETING RULE, EXPLAINED 7.5 MIN READ . On December 22, 2020, the SEC announced the finalized amendments to its proposed advertising rules and rules pertaining to solicitor’s arrangements applied to Registered Investment Advisers under the Adviser’s Act. The final rule has been long-awaited to modernize rules that have not been changed since their adoption in 1961 and 1979, respectively. GEN Y/MILLENNIALS ARCHIVES About Trace Tisler, CFP ®. Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years. After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm.FIND AN ADVISOR
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location. Financial advisors with XY Planning Network are fee-for-service and do not earn commissions. Our advisors are focused on providing financial planning services — not on selling unnecessary products.#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theXY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence in CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets.KYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. THE SEC'S NEW MARKETING RULE, EXPLAINEDSEE MORE ON BLOG.XYPLANNINGNETWORK.COM RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to EducatorsFIND AN ADVISOR
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location. Financial advisors with XY Planning Network are fee-for-service and do not earn commissions. Our advisors are focused on providing financial planning services — not on selling unnecessary products.#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theXY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence in CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets.KYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. THE SEC'S NEW MARKETING RULE, EXPLAINEDSEE MORE ON BLOG.XYPLANNINGNETWORK.COM RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators JOIN XYPN - XYPN PORTAL Join XYPN. Not a member yet? To start the application, you’ll need to create an account with XYPN first. You’ll use this account throughout your membership, so don’t forget the credentials you use! JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events. MICHAEL TARASCIO, CFP® About Michael Tarascio, CFP® Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using comprehensive financial planning to help business owners save more of their money, pay less tax, retain their employees, and use theirbusiness for
ALAN MOORE: WHAT MILLENNIAL INVESTORS WANT https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png 0 0 Rachel Plotzky https://www.xyplanningnetwork.com/wp-content KYLE EATON, CFP®, CDFA Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. We provide a high level of comprehensive wealth management services. We focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped TESS DOWNING, CFP®, MBA Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving retirees, young professionals, and professionals & executives.Complete View Financial combines top-level experience with industry-leading technology to guide you throughout the complicatedjourney of finance.
ANDREW KATZ-MOSES, CFP® About Andrew Katz-Moses, CFP® Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus onliving life.
MICHAEL HARTMAN, CFP®, RICP® Michael Hartman provides Retirement Planning services designed to help late stage career professionals safely transition into the next chapter of their lives. Our services are best suited for: - Individuals aged 50+ who are retired or plan to retire in the next 5 years. -Diligent savers who have accumulated investments of $500,000 or more. -People who value hiring an expert because they know GEN Y/MILLENNIALS ARCHIVES About Trace Tisler, CFP ®. Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years. After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm. behance bloglovin dribbble email facebook flickr github gplus instagram linkedin medium periscope phone pinterest rss snapchat stumbleupon tumblr twitter vimeo xing youtube* Find an Advisor
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Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.SWORN FIDUCIARIES
Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.VIRTUAL SERVICES
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.NO COMMISSIONS
Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.NO SALES
Our advisors are focused on providing financial planning services — not on selling unnecessary products.NO MINIMUMS
We believe everyone deserves professional financial advice, regardlessof age or assets.
CFP® STANDARD
Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.SWORN FIDUCIARIES
Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.VIRTUAL SERVICES
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.Next
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NO ADVISORS WERE FOUND FOR YOUR SEARCH CRITERIA. _TIP:_ widen your search radius or search your entire state. If that doesn't work, not to worry! XYPN Advisors are available to work with clients virtually. Search by either location or interest, whichever is most important to you. Click here to clear your filters and try again. DANIELLE SEURKAMP, CFP®, MS Well Spent Wealth PlanningCincinnati, OH
Client Specialties: Cash Flow/Budgeting, Retirement Planning, TaxPlanning
Quick Bio:
Find out if you’re on track. Keep more of your money. Grow your sense of financial security. Outcomes of our process include: >Tax-efficient saving plan (pre-retirement) >Tax-efficient retirement income plan (during retirement) >Retirement road map based on your circumstances, not rules of thumb >Education funding plan >Stock option and restricted stock strategy >Employee benefit guidance >Life, disability and long-term care insurance analysis >Charitable giving optimization>Estate plan review
>Specific, low-cost investment recommendations and ongoing advice. View Advisor Profile ROBERT COLON, CFP®, EA, CRPC®, ADPA® Legacy Care Wealth, LLCJersey City, NJ
Client Specialties: Entrepreneurs, Gen X, LGBTQIA, ParentsQuick Bio:
What’s is your life dream? Some want to start their own businesses, others want to take a sabbatical to travel the world, and many wish to retire early and spend quality time with loves ones. We work with our clients, starting with their financial decisions today to project out their needs for tomorrow and make that dream clear and attainable. View Advisor ProfileDAN STOUS, CFP®
Flagstone Financial ManagementLincoln, NE
Client Specialties: Gen Y/Millennials, Medical Professionals, Parents, University EmployeesQuick Bio:
I got a lot of financial advice when I was a newly-married twentysomething. Some was good, some was terrible. Now I help other young couples form their goals, avoid some of the mistakes I made, and set them on a path of making healthy financial decisions for life. View Advisor ProfileAJ AYERS, CFP®, EA
Brooklyn FI
Brooklyn, NY
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Technology Professionals, Women ProfessionalsQuick Bio:
I’m AJ Ayers, a Certified Financial Planner, who specializes in helping creative small business owners and tech professionals reach financial independence. I focus on individuals and couples who are in constant transition: buying a home, getting married, starting a family, going through an IPO, and so much more. By becoming a Brooklyn FI client you’re joining a network of creative professionals who are succeeding, not just scraping by. View Advisor Profile PAUL SAAD, CFP ®, MBA Collabria Capital, Inc.San Ramon, CA
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, Intergenerational Families, Retirement PlanningQuick Bio:
Paul has a bachelor’s degree in economics from McGill University, a Master of Business Administration (MBA) from the University Western Ontario, and a Certificate In Financial Planning from UC Berkeley. Prior to founding Collabria in 2012, he spent 8 years as a financial advisor, including 5 years with Merrill Lynch Global Wealth Management. His professional experience also includes providing consultative solutions to the Financial Services industry, and financial analysis at a foreign investment bank. View Advisor Profile STANLEY HIMENO-OKAMOTO, CFP®, CFA DRS Financial Partners LLCSan Francisco, CA
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, HENRY, Technology ProfessionalsQuick Bio:
Stanley founded DRS Financial Partners to help technology startup employees in the San Francisco Bay Area navigate their constantly evolving financial lives. He is a CERTIFIED FINANCIAL PLANNER™ professional and CFA® charterholder. View Advisor ProfileKEN HOYT, CFP®, EA
Hoyt Wealth ManagementWestford, MA
Client Specialties: Financial Independence Retire Early (FIRE), Gen X, Tax Planning, Technology ProfessionalsQuick Bio:
Prior to founding Hoyt Wealth Management, I was a fee-only financial advisor with another local firm. Prior to that, I held a number of positions related to investments, accounting, and taxation. View Advisor Profile ADRIENNE ROSS, CFP®, CHFC® Clear Insight Financial Planning, LLCSpokane, WA
Client Specialties: Career Changers, Coronavirus Relief, Gen X, Military & Veterans, Women in TransitionQuick Bio:
Are you ready? Taking charge of your financial life doesn’t have to be scary or stressful. It can even be exciting. I have walked this journey with many people as they changed careers, changed states or even changed everything. I am ready to help you on your own journey; together we can design and create a wonderful life for you. View Advisor ProfileTONY MADSEN, CFP®
NewLeaf Financial Guidance LLCRedwood Falls, MN
Client Specialties: Entrepreneurs, Gen X, Medical Professionals,Young Professionals
Quick Bio:
I help incite change in my client’s lives. Changes that empower my clients to live confidently, knowing they are making financially wisedecisions.
Mark Twain once said, “If you always do what you’ve always done, you’ll always get what you always got.” Let’s create change together. View Advisor ProfileWILL HOOFMAN, CFP®
Sound Capital
Little Rock, AR
Client Specialties: Gen Y/Millennials, Investment Planning & Management, Medical Professionals, Military & Veterans, Pro BonoQuick Bio:
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). View Advisor ProfileANDY MILLARD, CFP®
Andy Millard Advisory, LLCColumbus, NC
Client Specialties: Political Party Affiliation, Socially ResponsibleInvesting (SRI)
Quick Bio:
Andy started at the bottom, built a successful firm, and sold it to run for Congress. Now, by applying his Democratic values to financial planning, he’s helping clients who want to build a better world. With Andy, you get direct access to a battle-tested confidante who will manage your assets as if they were his own. View Advisor Profile PATRICIA JENNERJOHN, CFP®, MBA Focused Finances LLCOakland, CA
Client Specialties: Holistic Financial Planning, Mid-Career Professionals, Young ProfessionalsQuick Bio:
Pat opened her doors in 1994. Her objective then and now is to help individuals and couples with their financial planning and investment needs. She believes that the money is a means, not an end. Pat is a member of the National Association of Personal Financial Advisors (NAPFA), which is the professional association for fee-only financial planners. She is a Certified Financial Planner™ and holds an MBA in Finance from California State University, Hayward. View Advisor Profile123…61>>
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1-12 of 728 Advisors found matching your criteria. Per page612244899300 Sort byTitle (A-Z)Title (Z-A)Date (Newest)Date (Oldest)Random SELECTED SEARCH CRITERIA __ Clear All Filters No search filters applied yet.FROM THE BLOG
June 4, 2021
GOOD FINANCIAL READS: A CLOSER LOOK AT YOUR PAYSTUB BREAK DOWN YOUR PAYSTUB, AND LEARN THE IMPORTANCE OF PRE-TAX SAVINGS_by Massi De Santis
,
Desmo Wealth Advisors, LLC _ We always talk about how much we make in terms of gross income. However, no matter how much we get paid, the amount that we actually take home always feels too small. To add insult to injury, payroll companies give us pay stubs that are impossible to decipher, and good luck trying to ask your payroll department for an explanation…Understanding the breakdown of your pay stub will help you better understand your tax withholding and optimize your savings. So here is a breakdown of the major items in your paystub, from your gross pay to your take home income. Everyone is different, so little differences may apply to you.>
Read the full post → Browse More Articles SUBSCRIBE TO THE BLOG Get updated whenever we release new content.Email*
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