FPA NexGen

This holiday season, we’re not just celebrating family, food, and gratitude — we’re also giving thanks to the passionate and driven NexGen community that’s shaping the future of our profession. We recognize the heart and hard work you bring to the table, and we’re excited to see the lasting impact you’ll have. The FPA NexGen community is lucky to have each and every one of you. Here’s to the future — and the incredible work you’re doing every day! Happy Thanksgiving! ??????? #fpa #fpanexgen #happythanksgiving

Our Ohio State financial planning students are excited about attending the excellent Schwab IMPACT Conference in San Francisco this week: Braden Riehl, Daniel Buehrer, Ryan Arp, Micah Lucas, and faculty mentor Dr. Drew Hanks. We are so grateful to Sherri Trombley and Mary Kate Prebil and their wonderful team for inviting Ohio State again this year, the generous financial support, and the excellent organization! It is such a wonderful opportunity for our students to connect with employers nation-wide and to learn from the leaders of our industry! #FutureRIAs #SchwabIMPACT #OhioStatefinancialplanning

?? Mark your calendars! The FPA NCA NexGen is having their annual holiday party with Michael Kitces on December 6th in Washington, DC! Register by November 20th using the link below ? https://lnkd.in/eWQbpfWD Any questions about the event, please contact Patrick Marcinko, CFP?, or Marianne Esche, CFP?

"According to the CFP Board statistics, there are more financial planners over 70 than under 30, highlighting an impending workforce crisis." Carina Diamond, MBA, CFP?, AIF? Diamond shares 6 ways to attract and retain top diverse talent in this month's issue of the Next Generation Planner section of the Journal of Financial Planning. https://lnkd.in/dNBDqjtS

Shout out to this rising star!

In this episode of The Blueprint: An FPA NexGen? Podcast, hosts Deshawn Peterson, CFP? Peterson and Mike Zarrelli, CFP?, EA are joined by Julie Johnson and Jack Heintzelman, CFP?, CPWA? Heintzelman, two financial professionals passionate about fostering the next generation of advisors. The conversation delves into the importance of advocating for oneself, cultivating next-gen talent, and bridging the gap between seasoned professionals and emerging advisors. Julie shares her experiences as a former advisor turned coach, emphasizing the value of curiosity and collaboration in leadership. Jack recounts his journey into financial planning, highlighting how mentorship, continuous learning, and relationship-building have been crucial in his career development. Together, they explore strategies for firms to support young talent and the critical role of trust in client relationships. ? Apple Podcasts: https://lnkd.in/gJnPsQ6U Spotify: https://lnkd.in/gnRNRfjF Amazon: https://lnkd.in/gAJM_rvd

FPA NexGen loves connecting with students and teaching them about the fulfilling careers they can develop in financial planning. It starts with the education and exposure they receive from undergraduate and graduate programs, Recently we spoke with Caezilia Loibl of the financial planning program at Ohio State about the benefits of having a local FPA NexGen chapter: "Having a FPA NexGen chapter near Ohio State provides financial planning students with the opportunity to network with young professionals in an informal way, to obtain career advice, and to learn about everyday work with clients and in financial planning firms.? ? The Ohio State University financial planning program has seen benefits from our local FPA NexGen chapter in many ways. The local FPA NexGen chapter provides guest speakers for financial planning courses, collaborates on supporting our Student FPA, and supports semester events, such as expert panels and bus stop tours. ? In our Spring 2024 "Bus Stop Tour", a group of financial planning students and faculty visited the firm and toured the offices of a NexGen leader. It allowed students a glimpse into the workplace and excellent opportunities for networking. In addition, a NexGen member is co-advising our Student FPA. "

???? FPA NexGen Local Leader Shout Out???? As a Financial Planner, Easton Price, CFP?, CDFA? works with his clients to develop and maintain the various facets of their dynamic financial life. Easton completed his undergraduate degree in his home state of Utah in Personal Financial Planning at Utah Valley University. He is a Certified Financial Planner? professional as well as a Certified Divorce Financial Analyst?. He takes a methodical approach to resolving client concerns and lives up to his fiduciary standards putting his clients’ needs first, always. Along with serving his clients, Easton enjoys serving community members through the pro bono and NexGen committees sponsored by the Financial Planning Association of Orange County as well as at his church. In his opinion, the FPA NexGen community is very important to a successful career. There's an age gap at RIA firms across the country between Senior and Junior Advisors. As these senior advisors are retiring, there is a wealth of opportunity for young, ambitious planners. The NexGen community provides a platform for fellow nexgeners to connect, collaborate, and commiserate! Forming these connections early on will only boost the industry as the up-and-coming advisors make their way to center stage. It's a community of learners seeking to become the best versions of themselves. Easton aims to continue growing his local chapter's NexGen presence creating a place where young advisors want to be. He also looks forward to serving as President-Elect of FPAOC in preparation for being the President in 2026. Easton coaches boys High School basketball at the Freshman level at Huntington Beach.

"I would say, as a college student, networking was probably the biggest piece that got me connected to other firms and opportunities." Noah Camfield shares how having a strong support system has been crucial to his success in building a financial planning career in this month's issue of the Next Generation Planner section of the Journal of Financial Planning. https://lnkd.in/dNBDqjtS

In the latest episode of The Blueprint: An FPA NexGen? Podcast, Deshawn Peterson, CFP? and Mike Zarrelli, CFP?, EA sit down with Colin Overweg, CFP?, founder and CEO of Advize Wealth Management, to explore his journey from insurance sales to establishing a successful independent advisory firm.? Colin offers a candid look at the challenges he faced, including cashing out his 401(k) and moving back in with his parents to reduce costs as he built his firm from the ground up. He also discusses the power of content creation, sharing how platforms like TikTok have helped him connect with new clients and expand his reach. Colin wraps up the episode with valuable advice for aspiring financial planners: follow your curiosity, stay authentic, and never stop learning! ???#financialplanning #entrepreneurship #burntheboats Apple Podcasts: https://lnkd.in/gJnPsQ6U Spotify: https://lnkd.in/gnRNRfjF YouTube:?https://lnkd.in/gVAitEcQ Amazon: https://lnkd.in/gAJM_rvd??