DENVER (October 18, 2021) – FPA NexGen®, a community of the Financial Planning Association® (FPA®) that connects and supports more than 3,500 new financial planning professionals, is pleased to announce the five newly elected members to the NexGen Leadership Committee for 2022. FPA NexGen is a vibrant community of aspiring and new CERTIFIED FINANCIAL PLANNER™ professionals in the early stages of their careers and is led by the 15-member FPA NexGen Leadership Committee.

“2022 looks to be an exciting year for continued growth and collaboration across FPANexGen, and each of these newly elected leaders will play a pivotal role in our success,” says 2021 FPA NexGen President-elect Kevin Clark, CFP®, CIMA®, EA.We plan to finally reconvene in-person in August for Gathering in Las Vegas, our volunteer teams will improve upon their achievements of this year to offer more support and resources to local chapters, and we will work to make our community feel more connected with a more inclusive NexGen experience.”

Each new Committee member will serve a one or two-year term effective Jan. 1, 2022. New Committee members will apply their diverse backgrounds and experience to help guide the strategic direction of the FPA NexGen community and continuously seek opportunities to engage with new planners to encourage sharing, collaboration, and connections. The new FPA NexGen Leadership Committee members are:

  • Amie Agamata, CFP®, AIF®, RICP®, ChFC®, CLU® (FPA NexGen President-elect)―Financial Planner in San Diego, Calif.
  • Emma Cramm, CFP® (FPA NexGen Gathering Coordinator-elect)―Wealth Planner at Cadent Capital in Dallas, TX.
  • Rebecca Montes (FPA NexGen Organizational Director)—Client Specialist at Edge Capital Group in Dallas, TX.
  • Daniel Murphy, CFP® (FPA NexGen Local Leader Coordinator)—Vice President of Planning Experience at Commonwealth Financial Group in Boston, Mass.
  • David Tassone, CFP® (FPA NexGen Local Leader Coordinator)—Senior Financial Advisor at Kaye Capital Management in Los Angeles, Calif.

“I cannot thank these volunteer leaders enough for their efforts and commitment to our community. I look forward to working closely with them next year to serve the needs of the next generation of financial planners and to elevate the awareness of our community and its role in moving the profession forward,” says 2021 FPA NexGen President Joey Stemmle, CFP®.

FPA NexGen provides financial planning professionals who are new to the profession with a community that supports, advises, and encourages professional advancement; promotes, fosters, and directs programs that aid in knowledge transference; and explores issues common to relatively new planners in their career advancement.

“FPA NexGen has played a critical role in making the next generation of financial planners feel more connected to each other and the profession. Those who have served and will serve in NexGen leadership roles are to be commended for taking the time to lead their vibrant community while giving back to the profession,” says 2021 FPA President Skip Schweiss, CFP®, AIF®. “I look forward to seeing the progress our NexGen community makes in 2022 and how it further amplifies the value of membership in our Association.”

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About the Financial Planning Association

The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. With a focus on the practice, business and profession of financial planning, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. Learn more about FPA at financialplanningassociation.org and Twitter at twitter.com/fpassociation