Ep #229: XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Published: Nov. 13, 2019, 1 p.m.

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Today we have the founder of Holistiplan\\u2014and winner of this year\\u2019s XYPNLIVE FinTech competition\\u2014Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning through his wife and embarked on a whole new venture that he\'s here to tell us all about.

You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/229

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