XYPN
Steven Klein is a Senior Software Engineer at XY Planning Network with extensive experience in software development and technology management. With a background in Computer Science and Environmental Science, Steven has held various roles such as Director Of Web Development and Co-founder and CTO at The Local Collaborative. Steven has also worked in Operations Management at Benchmarc Restaurants and Landmarc at the Time Warner Center. Steven's expertise includes developing and maintaining web-based projects, managing business strategies, and providing hardware and software support.
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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.