XYPN
Michael Kitces is an experienced individual who has held various roles in different companies in the financial planning industry. Michael is the Chief Financial Planning Nerd at Kitces.com, the Head of Planning Strategy at Buckingham Wealth Partners, Co-Founder and Director at XY Planning Network, Co-Founder at AdvicePay and fpPathfinder, and Partner at New Planner Recruiting, LLC. Additionally, Michael serves as the Treasurer on the Board of Directors at Washington Improv Theater and has also volunteered at the Financial Planning Association in various roles. With a background in psychology, financial services, and taxation, Michael has a strong educational foundation from Bates College, The American College of Financial Services, and The University of Tulsa.
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.