249: Alan Moore, Co-Founder of XY Planning Network

Published: Sept. 17, 2015, 7 a.m.

b'Today\\u2019s guest is Alan Moore, a Certified Financial Planner and the co-founder of\\xa0XY Planning Network, a fee-only RIA and location independent financial planning firm. Alan co-created this company because him and his business partner felt that Gen X- and Gen Y-ers were being ignored by the bigger, traditional financial planning firms; so they wanted to fill this void with the creation of this company. He is also the President of Serenity Financial Consulting, LLC, located in Milwaukee, which specializes in providing financial planning advice and investment management services to individuals or families in order to achieve their financial goals on an as-needed or hourly basis.Alan has been recognized for his work by\\xa0Investment News, naming him among the \\u201c40 Under 40\\u201d in financial planning and by\\xa0Wealth Management\\xa0as one of \\u201cThe 10 to Watch in 2015.\\u201d He is frequently speaking on behalf of topics including technology, marketing as well as business coaching and his quotes have been included in articles in publications from\\xa0The Wall Street Journal\\xa0to\\xa0Forbes\\xa0to\\xa0The New York Times\\xa0and more.For more information visit www.somoneypodcast.com.


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