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FPA NexGen® Elects New Leadership to Support the Advancement of New Professionals in the Financial Planning Profession
DENVER (October 4, 2018) –
, a community of the Financial Planning Association® (FPA®) that connects and supports more than 2,500 new financial planning professionals, is pleased to announce Alexandria Cole-Davis as 2019 President-Elect and Joseph Stemmle, CFP®, CRPC® as 2019 Organizational Director.
“A growing community, FPA NexGen is led by dynamic professionals who promote the sharing of ideas and diversity of thought to help guide those new to the financial planning profession,” says 2018 FPA President Frank Paré, CFP®. “We are grateful for the support and commitment Alexandria and Joseph are dedicating to help new financial planners prosper and shape the future of the financial planning profession. The FPA Board looks forward to working with them and the entire FPA NexGen community to attract talented individuals into this noble profession and embrace our mutual roles to elevate it.”
As 2019 President-Elect, Alexandria Cole-Davis, a financial paraplanner at Westlake, Grahl and Grover in Granite Bay, Calif., will help lead strategic efforts to support and advance the FPA NexGen community, encourage thought-provoking discussions between new planners, and assist with the coordination of the annual FPA NexGen Gathering. A new voice to help move the financial planning profession forward, Cole-Davis desires to boost the recognition of the profession for those considering a career in financial planning and for those who benefit from it. A recipient of numerous awards, she received her Certificate in Financial Planning from the University of California, Davis Extension.
As 2019 Organizational Director, Joseph Stemmle, CFP®, CRPC®, a financial adviser at Riverstone Wealth Advisory Group in Midlothian, Va., will help guide strategic direction of the FPA NexGen community and continuously seek opportunities to engage with new planners to encourage the sharing of ideas and support the financial planning community. Stemmle aspires to ensure the transference of wisdom, bring new talent and diversity into the profession, and advocate for additional resources for the betterment of FPA members and new financial planners.
“The process with which these candidates were selected was rigorous and intentional. As we look to the future of the profession, Alexandria and Joseph embody the qualities one would expect of leadership,” says 2018 FPA NexGen President Ian Harvey, CFP®. “We are excited for their perspective and input as we continue to work with FPA leadership to shape the future of the profession that transforms lives through the power of financial planning.”
FPA NexGen provides financial planning professionals who are new to the profession with a community that serves to support, advise and encourage professional advancement; promote, foster and direct programs that aid in knowledge transference; and explore issues common to relatively new planners in their career advancement. In short, FPA NexGen is the home for new financial planners.
Cole-Davis and Stemmle will assume their new positions Jan. 1, 2019.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER
(CFP®) professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with tools and resources for professional education, business support, advocacy and community, FPA is the indispensable resource in the advancement of today’s CFP® professional. Learn more about FPA at
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