“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela Get Connected NexGen LeadershipNexGen Gathering
Welcome to FPA NexGen! This is a community for FPA members age 36 and under that focuses on the next generation of financial professionals.
“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.”
“NexGen is intended to be a community of the next generation of financial planners.”
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
2015 Year in Review
Read the NexGen President's Message to learn how NexGen Leadership moved the community and the profession forward this year.
FPA NexGen Gathering
Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering. Learn more about this event.
In 2014, the NexGen community officially turned 10 years old and what a way we’ve come in that time. We are thrilled by the achievements that FPA NexGen and its members have made in the professional world and the broader FPA leadership, including:
Former NexGen president, Michael A. Branham, CFP®, was the 2013 President of FPA
NexGen member, Michael E. Kitces, CFP®, is an internationally recognized financial planning thought leader
Former NexGen member, Tim Maurer, CFP®, is a Forbes author, contributor and instructor
The community has received many and varied media mentions
The community includes numerous financial planning program instructors around the country
15 FPA Members Recognized by InvestmentNews as Industry Leaders
highlighted the top 40 financial services professions
in the country. We are proud to see many NexGen members being acknowledged for
their dedication to their clients and the profession. Learn more about these members.
Congratulations to the Winners of the NexGen scholarship to attend NexGen Gathering 2016:
Director of Financial Services
Compass Working Capital
Westlake, Grahl, and Glover
Granite Bay, CA
Associate Financial Planner
IFC Personal Money Managers
New York, NY
Financial Planning Resident
San Francisco, CA
WealthManagement Magazine Highlighted the Top CFP Holders Under 36
Kudos to the 10 FPA NexGen members who were featured in the piece and deemed as planners "worth keeping an eye on."
Please contact FPANexGen@OneFPA.org to learn more about FPA NexGen and how you can be involved.