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Clarity

Alan Moore, MS, CFP®

Bozeman, MT

Alan is the co-founder of the XY Planning Network, the leading organization for fee-only advisors working with next generation clients.He is also the founder of Serenity Financial Consulting, a fee-only financial planning RIA, specializing in Gen X & Gen Y clients.

$8.33/min

9 Calls

2 Reviews

32 minutes
Avg. call

Education Teaching Financial Planning Investment Management Retirement Planning Career Management

Call me to talk about

Technology for Financial Planners

As a sole-practitioner, I use technology to run my business in the most efficient way possible. I can help you decide which technology is right for you, and introduce to you new ones that can help you transform your business.

Starting Financial Planning Firm

I founded Serenity Financial Consulting at age 25, and have built to into a successful RIA specializing in working with Gen X and Gen Y clients.

Answers 0
Reviews 2

Answers

Reviews

Absolutely great call, very informative and inspirational!

Thorben Andresen Source: Clarity

Very enjoyable to speak with Alan.. He's got fantastic energy and certainly knows what he's talking about! Looking forward to speaking again soon!

Cyrus Roepers Source: Clarity

Member since March 2014