FPA Nex Gen

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 Leslie Rea.
Our NexGen group meets the second Thursday of various months from 7:30am-8:30am. Register for our monthly sessions for the rest of 2021:
7/8/21 - Virtual Study group from 7:30am to 8:30am: Planning for Small Businesses. Register Here. 
August 12 & 13- Virtual NexGen Gathering: https://www.financialplanningassociation.org/fpa-nexgen-gathering
 9/9/21 - Virtual Study group from 7:30am to 8:30am: Estate Planning for your middle class clients. Presented by Rosanne Y. Brady, Esq. Register Here
11/11/21 - Virtual Study group from 7:30am to 8:30am: Year-end tax update. Register Here