The FPA of Southwest Florida NexGen group is an informal collection of up-and-coming current or soon-to-be planners who value the importance of making connections within the field in the Southwest Florida community. By joining our NexGen group events, you will develop your skills, meet potential employers, share knowledge, and find solutions to help you thrive in you career path.
NexGen strives to provide a network that serves to:
- Support, advise, and encourage one another in our professional advancement;
- Promote, foster, and direct programs that aid in the transfer of knowledge from the pioneers of financial planning to the future of the profession; and
- Explore issues common to early career professionals and seek means of accentuating the positives and finding resolutions for the negatives.
As may be expected, many conversations among NexGen members are related to finding early success in the profession, but conversations are also related to starting one’s own practice or stepping into a partner role at a well‐established firm. Several NexGen members, both past and present, own their own practices, while others have found a path to partnership within their firms.
The FPA of SWFL NexGen group is led by FGCU graduate Elliott Ellis.
FCGU student guide: Dr. Steve Fraser.
Check out our calendar of events for upcoming NexGen events.
Interesting in becoming a member of this committee? Email Elliott.