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 Study Group (Virtual)
Thursday, February 13, 2025
10:30am - 11:30am
We invite you to an enlightening session featuring David Tassone from Solidi Wealth Advisors! David will share valuable insights on launching your own RIA firm and offer his wealth of experience in the industry. Don't miss this opportunity to ask questions and engage in meaningful discussions!
FREE
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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.
March 1, 2025
10am- 2pm
Location:
16400 Brookhurst St.
Fountain Valley, CA 92708
Cost: $10