Chelsey Patera's Professional Contact Details

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

Chelsey Patera'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

Frequently Asked Questions about Chelsey Patera


What company does Chelsey Patera work for?

Chelsey Patera works for XY Planning Network.

What is Chelsey Patera's role at XY Planning Network?

Chelsey Patera's role at XY Planning Network is Tax Specialist.

What is Chelsey Patera's email address?

Chelsey Patera's email address is c**@xyplanningnetwork.com.

What is Chelsey Patera's business email address?

Chelsey Patera's business email address is c**@xyplanningnetwork.com.

What is Chelsey Patera's HQ phone number?

Chelsey Patera's HQ phone number is +1 678-462-9508.

What industry does Chelsey Patera work in?

Chelsey Patera works in the Financial Services industry.

Who are Chelsey Patera's colleagues?

Chelsey Patera'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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