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Lisa Bukowitz


Lisa Bukowitz

Chief Marketing Officer

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Phone (Mobile)

+1 206 ❅❅❅ ❅❅❅❅

Phone (Mobile)


Phone (HQ)

(406) 413-9200

Phone (HQ)










Office Address (HQ)

24 E Main St, Bozeman, Montana, 59715, United States

Office Address (HQ)

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Work Biography for Lisa Bukowitz, XY Planning Network

Lisa Bukowitz works as a Chief Marketing Officer at XY Planning Network, which is a Financial Software company with an estimated 33 employees; and founded in 2014. They are part of the Marketing Executive team within the C-Suite Department and their management level is C-Level. Lisa graduated from University of Washington and is currently based in Bozeman, United States. They used to work at Trulia and Market Leader and have used the following emails:,,

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Previous Work Experience

2017 - 2020


Head of Go To Market

2012 - 2017


Director, Product Marketing

2013 - 2014

Market Leader

Director, Product Marketing

2005 - 2013


Senior Product Manager

1998 - 1999

Western Wireless

Product Manager, eCommerce

1992 - 1997

Eddie Bauer

Manager, Business Interactive Media, eCommerce


Communication and Media Studies

Emerson College

Cinematography and Film/Video Production

University of Washington

Lisa's Workplace

XY Planning Network

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtua...Read More

24 E Main St, Bozeman, Montana, 59715, United States


$5.3 M

Financial Software, Software

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Ice Breakers

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Lisa’s company in the news


XY Planning Network Empowers Independent Advisors with Business Improvements for 2022

November 9, 2021


Seven Group Partners With XY Planning Network to Help Financial Advisors Elevate Their Marketing and Expand Their Digital Reach

August 18, 2021


XY Planning Network Takes Fiduciary Fight To States And Hires Advocacy Consultant Duane Thompson

October 12, 2020

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Insights to Break the Ice

In your first interaction

star Lisa’s CEO is Alan Moore

star Lisa is located in United States

star Lisa has been Chief Marketing Officer in XY Planning Network for 1 year

funding XY Planning Network’s Funding

Last funding


April 6, 2020

Total raised


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Frequently Asked Questions about Lisa Bukowitz

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What company does Lisa Bukowitz work for?

Lisa Bukowitz works for XY Planning Network

What is Lisa Bukowitz’s title in XY Planning Network?

Lisa Bukowitz’s title in XY Planning Network is Chief Marketing Officer

What is Lisa Bukowitz’s email & phone number?

Lisa Bukowitz’s email & phone numbers are available for Datanyze users.and reveal Lisa Bukowitz’s contact information....See More

Where is Lisa Bukowitz located?

Lisa's company headquarters are in Bozeman, Montana

What is Lisa Bukowitz’s headquarters phone number?

Lisa Bukowitz’s headquarters phone number is (406) 413-9200

Where did Lisa Bukowitz go to college?

Lisa's most recent academic degree is Communication and Media Studies, from Emerson College