Company

Gen Y Planning

Financial Services 1401 Lavaca St. 2 employees

Employees: 2
Contacts: 1
Emails: 1
Phones: 1

genyplanning.com LinkedIn

Gen Y Planning Overview

Headquarters: 1401 Lavaca St.
Website: genyplanning.com
Industry: Financial Services
Employees: 2
Founded: 2013
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning for Millennials Financial Planning for Gen Y Financial Planning for Young Professionals Financial Planning for Young Couples Financial Planning for Entrepreneurs Financial Planning for Small Business Owners Financial Planning for Women

About Gen Y Planning

We are NOT your father's financial planner. The Gen Y Planning team believes that your 20s and 30s are one of the best times to seek financial planning help in order to build a secure financial foundation for the future.Young professionals are in the middle of making huge life decisions: pursuing advanced degrees, buying homes, getting married, having kids, and switching jobs. We help clients navigate student loans, consumer debt, saving, investing, selecting insurance and company benefits, tax planning, and more. Are you looking for guidance as you make major financial decisions? Would you like to get your money organized and set actionable goals? Gen Y Planning can help! Head to our website to learn more: www.genyplanning.com.

Gen Y Planning Contact Details

People in AeroLeads: 2
With contact data: 1
Email contacts: 1; 50.0% coverage
Phone contacts: 1; 50.0% coverage

Gen Y Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Sophia Bera Daigle, Cfp®	Founder of Gen Y Planning	Austin, Texas, United States	Email Phone
Nia Gillett, Cfp®	Paraplanner at Gen Y Planning	Greater Tampa Bay Area, United States	View