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Partner with FPA
2015 Compensation Study
FPA Member Benefits
My One Connection
Partnering with FPA
International | $59 annually
First Year Introductory Membership for CFP® Professionals | $199
2nd Year CFP® Professional | $299 annually
Allied Professional - Financial Services | $299 annually
Allied Professional - Non-Financial Services | $199 annually
CFP® Candidate | $149 annually
CFP® Certificant Student | $99 annually
CFP® Professional | $399 annually
Current FPA Group Membership Firms
Faculty| $149 annually
Full-time Student | $39 annually
FPA Group Membership
FPA Membership Monthly Payment Option
My One Connection
National FPA NexGen Leadership
About FPA NexGen
FPA NexGen Gathering Conference
Local FPA NexGen Communities
Rachel F. Moran, CFP®
2018 FPA NexGen Chair
Rachel is a Financial Planner with RTD Financial Advisors, Inc. She is involved in all aspects of the financial planning process, from developing goals and recommendations, to implementing and monitoring financial plans. Rachel graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science degree in Finance. At Virginia Tech, she pursued the CFP Board Registered Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER™ professional. Moran served on the Board of Directors of the Financial Planning Association (FPA) of the Philadelphia Tri-State Area.
Ian Harvey, CFP®
2018 FPA NexGen President
Ian is an Associate Advisor with Sontag Advisory in New York. Prior to his current position, Ian was with Rockwood Wealth Management. He received his undergraduate degree from Virginia Tech, where he was instrumental in launching the Virginia Tech NexGen student community. Ian also served from 2014-2015 as the first NexGen Local Leader Liaison for the National NexGen Community.
Autumn Campbell, CFP® Certificant
2018 FPA NexGen President-elect
Autumn, Candidate for CFP® Certification, joined Upperline Financial Planning in 2016 as a financial planning resident. She completed Southern Methodist University’s CFP Program, has passed the CFP Comprehensive exam, and is now serving clients to help their finances match their values. She received her B.A. in Psychology from Whitman College in WA and spent 4 years teaching and counseling in Dallas, TX. She is an avid sports player, enjoys spending time with friends and family, listening to TEDtalks, and reading.
2017 FPA NexGen Secretary
Dana is an Associate Wealth Advisor at Mariner Wealth Advisors in Oakbrook, Illinois. Prior to her current position, Dana served as a Financial Planning Associate with JMG Financial Group. Dana received her Bachelor of Science degree in Agricultural Consumer Economics with a concentration in Financial Planning from the University of Illinois - Champaign/Urbana, a CFP Board-registered program. In addition to serving as the Secretary for the National NexGen Leadership Board, she is also the Director of NexGen for FPA of Illinois, and is on the Chicago FPA NexGen Board.
FPA NexGen Elections
FPA NexGen Job Descriptions
. Important information on elections will be shared at FPA's Annual Conference each year, and elections are typically held in late Fall.
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