Alan Moore

CEO & Co-founder at XYPN

Alan Moore is the Co-Founder and CEO of XY Planning Network, a platform for fee-only financial advisors serving Gen X and Gen Y clients. Alan is also the Co-Founder and CEO of AdvicePay, a payment processing platform for financial advisors. Alan previously founded Serenity Financial Consulting and has served in various leadership roles in organizations such as NAPFA Genesis and FUEL Milwaukee. With a background in financial planning and a Master's degree in Family Financial Planning from The University of Georgia, Alan has a wealth of experience in the field.

Location

Bozeman, United States

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XYPN

XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.


Employees

51-200

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