XY Planning Community, a Bozeman, Montana-based month-to-month subscription-based monetary planning platform for fee-for-service monetary advisors serving Gen X and Gen Y shoppers, added its 1,000th member, Luis Rosa, to its neighborhood of advisors, the corporate mentioned.
Rosa’s agency known as Construct a Higher Monetary Future. Based on XYPN, he immigrated to the US from the Dominican Republic in 1991 alongside along with his dad and mom, 5 siblings and two grandparents.
He has labored within the monetary providers business since 2001.
"I am tremendous excited to lastly be capable of provide a month-to-month subscription mannequin and ongoing planning, and never should require any asset minimums to work with shoppers," Rosa mentioned. "I feel that is going to open up new doorways for my enterprise."
XYPN was co-founded by Alan Moore and Michael Kitces in 2014 and is at the moment including over 30 monetary advisors per 30 days.
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