Verified email-pattern data for Gen Y Planning is currently limited. You can still use the company insights and contact sections below.
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.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1401 Lavaca St.,
- Industry
- Financial Services
- Website
- http://genyplanning.com
- 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.
- HQ
- Austin, TX
Gen Y Planning Questions
Gen Y Planning's website is http://genyplanning.com
Gen Y Planning's LinkedIn profile is https://www.linkedin.com/company/gen-y-planning
Gen Y Planning has
2 employees.
View email and phone details for 2
employees at Gen Y Planning.
Gen Y Planning's industry is
Financial Services
Gen Y Planning's top competitors are
The Paraplanner Club,
Goodwin Investment Advisory,
Paraplanner,
O'dette Mortgage Group,
Virtual Paraplanner,
Simply Paraplanner,
King Wealth Partners,
Apella Wealth,
Fit Advisors,
Camp Wealth Management.
Gen Y Planning's categories are Financial Services
Gen Y Planning's founding year is 2013
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Top Gen Y Planning Employees
-
Sophia Bera Daigle, CFP®
Founder Of Gen Y Planning
Austin, Texas, United States, United States3gmail.com, gmail.com, cahillfa.com1 +121267XXXXX
-
Nia Gillett, CFP®
Paraplanner At Gen Y Planning
Greater Tampa Bay Area, United States
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