Alan Moore, MS, CFP®

@R_Alan_Moore

Father, Crossfitter, Financial Planner, Speaker, Consultant, Serial Entrepreneur, Tech Nerd, and aspiring Ski Bum - Co-Founder of

Joined January 2011

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  1. Full house for the NexGen KickOff Summit!!!

  2. Good on for passionately pursuing service model to serve MY generation.

  3. Quick model session with in his t-shirt

  4. Could we set up a call? I literally just talked to about your services and thought it might be a good fit.

  5. Planning to attend next week? Join for our meet up Wednesday night!

  6. Nice to see you're crushing it... popping up on my Google News!

  7. RT : LAST CHANCE to get $200 off ! Lowest priced pass available. Flash sale ends today at 6pm PST!

  8. "Consumers doing self serve is doing themselves a disservice"

  9. "Only need to see one market crash to see robo's aren't the answer [to helping more consumers]"

  10. "One day, no one is going to remember what Merrill Lynch was"

  11. Opening party at ! Amazing turnout.

  12. He really needs an entire suit that's Kitces Blue

  13. Finishing this course a week early, so I can truly focus at - Wish me luck 😉

  14. New member was asked how they heard about us. Answer: "Who hasn't heard of XYPN?" 👍

  15. Alan Moore, MS, CFP® followed , , and
    • @David_M_Thome

      Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | Personal Finance Junkie | Husband | Father | Food Lover |

    • @SmarshInc

      Smarsh is the leading provider of archiving & compliance solutions for companies in regulated and litigious industries. Smarsh has offices worldwide.

  16. As long as SIFMA can continue to call their members “Financial Advisors” we will not be a profession:

  17. Sweet! And if you need to register, hook up with my promo codes to save some dough: See

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