XYPN
David Bowman, CFP®, CCFC, holds experience in various financial planning roles, including being the Founder of Outsourced Planning, LLC, and serving as the Director of Partnerships at XY Planning Network. David has also been involved in co-founding organizations like Capstone College Partners and College Aid Pro™, where David focused on empowering financial professionals and raising the bar in college funding advice. David has a background in supporting financial-planning clients at Hamilton Capital Management and holds a Bachelor's degree from The Ohio State University in Family Financial Services with a CFP® Track. Additionally, David has been actively involved in community programs and initiatives aimed at supporting the financial well-being of students and young advisors.
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.