Emily Purdon
Senior Director of XY Tax Solutions at XY Planning Network
Emily Purdon's Professional Contact Details
Email (Verified)
Mobile Number (Verified)
HQ
+1 678-462-9508
Location
Bozeman, Montana
Company
Emily Purdon'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
Emily Purdon's Work History and Education
Frequently Asked Questions about Emily Purdon
What company does Emily Purdon work for?
Emily Purdon works for XY Planning Network.What is Emily Purdon's role at XY Planning Network?
Emily Purdon's role at XY Planning Network is Senior Director of XY Tax Solutions.What is Emily Purdon's email address?
Emily Purdon's email address is e**@xyplanningnetwork.com.What is Emily Purdon's business email address?
Emily Purdon's business email address is e**@xyplanningnetwork.com.What is Emily Purdon's direct mobile number?
Emily Purdon's direct mobile number is (703) XXX-XXXX.What is Emily Purdon's HQ phone number?
Emily Purdon's HQ phone number is +1 678-462-9508.What industry does Emily Purdon work in?
Emily Purdon works in the Financial Services industry.Who are Emily Purdon's colleagues?
Emily Purdon's colleagues are Aimee Arnaud, Becca Huyard, Daniel Adams, Erika Madden and more.Colleagues at XY Planning Network
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