Cassie Jackson's Professional Contact Details

HQ
+1 678-462-9508
Location
Belgrade, Montana

Cassie Jackson's Current Company Details

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that ...
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.
fee only financial planning & business coaching
financial services
finance

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Research Assistant at Bowdoin College
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Director Of Client Services at Active Theory

Frequently Asked Questions about Cassie Jackson


What company does Cassie Jackson work for?

Cassie Jackson works for XY Planning Network.

What is Cassie Jackson's role at XY Planning Network?

Cassie Jackson's role at XY Planning Network is Operations Specialist.

What is Cassie Jackson's email address?

Cassie Jackson's email address is c**@xyplanningnetwork.com.

What is Cassie Jackson's business email address?

Cassie Jackson's business email address is c**@xyplanningnetwork.com.

What is Cassie Jackson's HQ phone number?

Cassie Jackson's HQ phone number is +1 678-462-9508.

What industry does Cassie Jackson work in?

Cassie Jackson works in the Financial Services industry.

Who are Cassie Jackson's colleagues?

Cassie Jackson's colleagues are Anja Sofronievski, Carolyn Dalle-Molle, Eli Rickert, Emily Purdon and more.

Colleagues at XY Planning Network

Business Development Specialist
Senior Director of XY Tax Solutions
Managing Director of Finance

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