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:
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
Our October NexGen event will be in person! We hope you can join us for this fun event at Left Coast Brewery on 10/21 at 5:30! Come join FPA NexGen members for a time reconnect and relax with other NexGen financial planners. First drink and appetizers on us! Register here.

11/11/21 - Virtual Study group from 7:30am to 8:30am: Year-end tax update. Register Here