Our “NexGen” group is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. We envision our group to be a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us.
Vision Statement: “Elevate the profession that transforms lives through the power of financial planning.”
Strategic Directive: “To educate, promote, and integrate the next generation of CFP® professionals”
NexGen enacts this directive through the following service lines:
- Community: Foster inclusive communities dedicated to the development of the next generation of CFP® professionals.
- Education: Provide high-quality content about the practice, business, and profession of financial planning.
- Career success: Promote the growth and quality of the next generation of CFP® professionals’ careers.
- Advocacy: Promote FPA and CFP® professionals as the credible voice in financial planning.
If you are interested in being a member of the Orange County NexGen community or joining the NexGen committee, email nexgen@fpaoc.org.
Upcoming NexGen Events
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NexGen SoCal Summit
October 26, 9:30am-2:30pm
Location: Altruist
2955 Randolph Ave., Unit B, Costa Mesa, CA 92626
Cost: $25
