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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FPAOC NexGen Coffee and Networking Event

Play Coffee Orange, 101 E Chapman Ave, Orange, CA 92866.

Feb 27, 6pm. Free to attend.

Must RSVP by Feb 25. Parking is available at the structure located at 130 N Lemon St, Orange, CA 92866. There is also street parking and several smaller lots throughout Old Towne.

Register Here