XY Planning Network, a Bozeman, Mont.-based monthly-subscription-based financial planning platform for fee-for-service financial advisors serving Gen X and Gen Y clients, added its 1,000th member, Luis Rosa, to its community of advisors, the company said.
Rosa’s firm is called Build a Better Financial Future. According to XYPN, he immigrated to the United States from the Dominican Republic in 1991 along with his parents, five siblings and two grandparents.
He has worked in the financial services industry since 2001.
"I'm super excited to finally be able to offer a monthly subscription model and ongoing planning, and not have to require any asset minimums to work with clients," Rosa said. "I think that's going to open up new doors for my business."
XYPN was co-founded by Alan Moore and Michael Kitces in 2014 and is currently adding over 30 financial advisors per month.
