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 Pickleball Picnic
Join LA, San Diego, and OC FPA NexGen Chapters for a special Pickleball Picnic! Whether you're a seasoned pro or just starting, this is your chance to play, have fun, and make new friends in the FPA community.
Saturday, March 22
10am- 2pm
Location:
16400 Brookhurst St.
Fountain Valley, CA 92708
Members: $10
Non-Members: $15