FPAOC NexGen

NexGen

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 nexgen@fpaoc.org.

Upcoming NexGen Events

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NexGen September Hike

Saturday, September 28, 9am

Location: Santiago Oaks Regional Park

Event: A 3-mile hike with moderate elevation gain

Entrance Fee: $5 per vehicle

RSVP Today!

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NexGen SoCal Summit

October 26, 9:30am-2:30pm

Altruist Location: 2955 Randolph Ave., Unit B, Costa Mesa, CA 92626

Cost: $25

Register Here

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