Alan Moore

Alan Moore, MS, CFP®, is a prominent figure in the financial planning industry and is highly regarded for his contributions to the field. He is the co-founder of the XY Planning Network, a dedicated support network for advisors seeking to cater to the needs of next-generation clients.

As the CEO of AdvicePay, Alan Moore has pioneered the development of the first compliant payment processor specifically tailored for financial advisors.

With a strong passion for assisting financial planners in establishing and expanding their fee-only firms to better serve Gen X & Gen Y clients, Alan Moore has actively worked towards filling the gap left by traditional firms.

Throughout his career, Alan Moore has received notable recognition for his achievements, including being named one of the top '40 Under 40' in financial planning by Investment News, recognized as 'The 10 to Watch in 2015' by Wealth Management, and awarded the prestigious NAPFA Young Professional award in 2015.

A sought-after speaker, Alan frequently presents on various topics such as technology, marketing, and business coaching. His insights have been featured in reputable publications like The Wall Street Journal, Forbes, and The New York Times.

In addition to his diverse roles, Alan Moore hosts XYPN Radio, a prominent podcast tailored for independent financial advisors, showcasing his commitment to educating and empowering professionals in the industry.

Alan Moore pursued his academic aspirations by studying Family Financial Planning at The University of Georgia, where he obtained his M.S. degree.

Over the years, Alan Moore has been associated with several organizations, serving in key leadership positions such as CEO & Co-Founder of AdvicePay, CEO & Co-Founder of XY Planning Network, and Board Member at Creative Council – FUEL Milwaukee, among others.

Prior to his current roles, Alan Moore founded Serenity Financial Consulting, LLC, worked as an Associate Planner at Financial Service Group, held the position of Committee Chair at NAPFA Genesis, served as a Financial Planning Analyst at Kahler Financial Group, and functioned as a Graduate Assistant at the University of Georgia.

Alan Moore currently resides in Bozeman, MT, allowing him to indulge in his love for skiing on powder days.