Why Select an XY Planning Network Professional?
We believe everyone deserves quality, professional financial advice – that you can trust and embrace as uniquely yours.
Every fee only financial planner in the “Find a Planner” portal below signed a fiduciary oath, swearing to work in every client’s best interest. You can view a copy of this oath in each profile.
Our fee only financial planners have a plan for you regardless of your age or assets. Since they work virtually they can offer their services wherever you are!
Disclaimer: The following Certified Financial Planners are all self acknowledged fee only financial planners. Currently, they may or may not meet our stringent requirements for membership. They may not have signed the voluntary oath nor meet our standards yet for 100% client originated fees. We are working towards fully compliant memberships with all planners featured.
CLIENT SPECIALTIES
QUICK BIO
Gordon is a Chartered Accountant (CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He has close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning.