Vice-President and Director at AdvicePay
Intro paths
→
In turn, Michael can intro founders to AdvicePay's investors below.
AdvicePay's investors · 1
Co-founders at AdvicePay
RA
Robert Alan MoorePresident and Director
Experience
- Kitces.comChief Financial Planning Nerdcurrent2008 — present
- Focus Partners WealthHead of Planning Strategycurrent2024 — present
- Focus Partners Advisor SolutionsHead of Planning Strategycurrent2024 — present
- XY Planning NetworkCo-Founder, Director of Slowing Things Downcurrent2014 — present
- AdvicePayCo-Foundercurrent2016 — presentBozeman, MT
- fpPathfinderCo-Foundercurrent2018 — present
- New Planner Recruiting, LLCPartnercurrent2009 — present
- Washington Improv TheaterTreasurer, Board of Directorscurrent2006 — presentWashington, DC
- Financial Planning AssociationVolunteer, Variouscurrent2004 — present
- Buckingham Wealth PartnersHead of Planning Strategy2020 — 2024
- Pinnacle Advisory GroupPartner, Director of Wealth Management2002 — 2020
- Journal of Financial PlanningPractitioner Editor2012 — 2015
- Academy of Financial ServicesDirector2011
- FiLifeRetirement Guru2008 — 2009
Skills & more
Financial PlanningRetirement Income Strategies34Private Wealth Management36Wealth ManagementIndividual Taxation28Retirement PlanningPublic SpeakingRetirementTax86Financial AdvisoryPersonal Finance91Strategic Financial Planning
+6 more
Wealth Management ServicesPersonal Financial PlanningCertified Financial PlannerFinancial PlannersBloggingSocial MediaFrom Michael's professional profile.
Frequently asked questions
- Who is Michael Kitces?
- Vice-President and Director at AdvicePay
- Where does Michael Kitces work?
- Michael Kitces is Vice-President and Director of AdvicePay.
- What companies did Michael Kitces found?
- Michael Kitces founded AdvicePay.
- Where did Michael Kitces go to school?
- Michael Kitces studied at Bates College (B.S., Psychology); The American College of Financial Services (M.S., Financial Services); The University of Tulsa (M.S., Taxation).
Are you in our directory? — or find your own page and tap it there to see your paths to every investor.
Founder mafias
Bates College mafia16
Also came through, then founded or led a company.
Benjamin ShawBAFounded Vets First Choice +1Mats TerwieschBachelor’s DegreeFounded Hybrd +1Staci WardenBachelor's degreeFounded AlgorandJordan KobertB.S.Founded The BreakawaySaif FarooquiB.Sc.Founded Corgi LabsJack ReidUndergradFounded Unicorn Bio
+ 9 more
The University of Tulsa mafia10
Also came through, then founded or led a company.
Dax CraigBachelor of Science - BSFounded Comeryx +1Dimitri PopovBachelor of Arts in Business AdministrationFounded YouscanRussell HamerBachelor's degreeFounded LyceumErnie GrahamMBAFounded HomebotDaniel MarquesMaster of Business Administration - MBAFounded Skin Check LogomarkPaige JohnsonFounded Ten Ninetech
+ 3 more
The American College of Financial Services mafia3
Also came through, then founded or led a company.
AdvicePay mafia2
Also came through, then founded or led a company.
XY Planning Network mafia2
Also came through, then founded or led a company.
Same school
Also attended Bates College50
Alex RendónInvestment Associate at BuenTrip VenturesTasnia HuquePartner at Javelin Venture PartnersWilliam CareyVenture Partner & Advisor at 1414 VenturesCarolyn FlanaganPartner & Head of Human Resources at Adams Street PartnersRosie BellDirector of Marketing at LRVHealthPierre PlanchePartner at Griffin Gaming Partners
.jpg)
+ 44 more
Also attended The American College of Financial Services3
Also attended The University of Tulsa17
Jessica CrossfieldDirector of Venture Ecosystems at Founders Circle CapitalTracy ChristianInvestor at Iron PrairieTianyu ZhaoInvestor at Sand Hill AngelsMatt HickmanInvestment Principal at Plains VenturesTracy BlackPartner at NewRoad Capital Partners, LLCJordy AlbertGeneral Partner at Walkabout Ventures Llc
+ 11 more