DewPoint Financial to specialize in providing financial planning for Generations X & Y and professionals in hospitality, recreation, and travel.
FOR IMMEDIATE RELEASE / PRURGENT
CLAREMONT, California – April 15, 2019 – DewPoint Financial, a new financial planning firm founded by Gabe Millar, is set to open this month with the help of XY Planning Network (XYPN), the nation’s leading organization of fee-only financial planners serving Generation X and Generation Y clients. In addition to Gen X & Y, DewPoint Financial will also specialize in working with business owners and professionals in hospitality, recreation, and travel.
“Working with folks who bring unique experiences to life is incredibly rewarding,” said Gabe Millar.
Gabe Millar joined the financial services industry several years ago after working for over two decades in the fields he will now serve. His work history includes positions with international travel companies, seasonal recreation businesses, and independent hotels. This background, paired with the more recent position of executive vice president for client services at a FINRA registered broker dealer, has built a strong foundation for his role as financial planner and investment advisor.
XY Planning Network kicked off a movement in 2014 to make financial planning accessible to the underserved Generation X and Generation Y populations by using a monthly subscription model rather than the traditional Assets Under Management (AUM) compensation structure. Charging a fixed or hourly fee ensures advisors work in the best interest of clients rather than for personal gain. As a member of XYPN, Gabe Millar was required to sign a fiduciary oath, among other membership standards.
XY Planning Network offers a virtual community for new and established financial advisors, providing members with invaluable support in areas such as compliance, marketing, and business coaching. Additionally, members benefit from a wide range of technology solutions to support their firms.
About DewPoint Financial
DewPoint Financial (www.dewpointfinancial.com) is a fee-only financial planning and investment management firm that specializes in working with business owners and professionals in hospitality, recreation, and travel. Serving clients across the country, DewPoint uses a modern approach that focuses on producing exceptional outcomes and cultivating outstanding relationships.
About XY Planning Network
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.