NexGen is a community of younger financial planners who work to support, advise, and encourage one another in our professional advancement.

“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession”

NexGen strives to provide members with a network that serves to:

  • Support, advise and encourage one another in our professional advancement
  • Promote, foster and direct programs that aid in knowledge transference
  • Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives

WHO ARE NEXGEN MEMBERS?
Individuals who are age 36 and under, and active in the financial planning profession

RECOMMENDED READING LIST FOR NEXGEN MEMBERS:

  • Unconventional Success – David Swenson
  • The One Page Financial Plan – Carl Richards
  • Thinking Fast & Thinking Slow – Daniel Kahneman
  • Mind over Money – Brad Klontz, PSY.D & Ted Klontz, PhD
  • Facilitating Financial Health – Brad Klontz, Rich Kahler & Ted Klontz

CFP STUDY MATERIALS:

NEXGEN BOARD MEMBERS:

Amie Agamata, CFP®, RICP®

Email:  fpanexgensandiego@gmail.com

Want to make a difference in a student's life?

Is your firm interested in giving a student the real-life experience of a financial planning practice?   Do you want to give back and create a memorable experience for a student?  Want to provide the student with the tools to make an informed decision that could affect their future careers? If so, then sign up to be a host for the externship today!

• Externship program consists of approximately 9 hours of in-office/virtual experience throughout the college semester. Exact times and days will be coordinated with your firm and the student.

• Allow the student to experience the day to day life of a financial planning practice. You will get paired with an interested student from San Diego State University.

• Give the student access to how various departments operate within your firm (Planning, Investments, Operations, Advising).

• Expose students to the Financial Planning Process and teach them how they can make a difference in a client’s life.

• Externship should be viewed as job shadowing program. Student should not be asked to do intensive labor. Externship overview Contact Phillip Chinothai (phillip.chinothai@purefinanical.com) for more details.