The NexGen Community

Our “NexGen” group is a sub-community of FPA, geared toward younger planners and those who are new to the profession. We envision our group to be a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us.

FPA NexGen Vision Statement

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

FPA NexGen Mission Statement

“NexGen is intended to be a community of the next generation of financial planner.”

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 passing the baton
  • Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for negatives

If you are interested in being a member of the Orange County NexGen community or joining the NexGen committee, email Leslie Rea.

To view more information about the FPA NexGen community on the national level click the link below.

More Info

NexGen Social

Thursday
Apr
25
2019

5:30 pm - 7:30 pm
Location: Yard House Fashion Island
849 Newport Center Drive
Newport Beach, CA  92660


Join old friends and new at the FPAOC NexGen after-work social.

Meet on the patio at the popular Yard House in Fashion Island – appetizers and first drink are included!

Cost is $20 and includes appetizers and first drink. Parking is free.

Note: If you would like to use the free mixer included in your 2019 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.


NexGen Study Group

Thursday
May
2
2019

7:30 am - 8:30 am
Location: Cantor Fitzgerald Conference Room
660 Newport Center Drive, Ste 650
Newport Beach, CA  92660


Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or find an answer to a specific question, this group is for you. There is no cost to attend, and breakfast and parking are included. The NexGen Study Group is also scheduled to meet: July 11 and November 7.

Please note:

  • Please park in the covered structure for Building 660. The garage is next to the building however you need to walk across San Simeon Dr.
  • The meeting is held in suite 650, please ring the doorbell if the door is locked.
  • We validate parking at the end of the meeting.

  • NexGen Study Group

    Thursday
    Jul
    11
    2019

    7:30 am - 8:30 am
    Location: Cantor Fitzgerald Conference Room
    660 Newport Center Drive, Ste 650
    Newport Beach, CA  92660


    Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or find an answer to a specific question, this group is for you. There is no cost to attend, and breakfast and parking are included. The NexGen Study Group is also scheduled to meet: July 11 and November 7.

    Please note:

  • Please park in the covered structure for Building 660. The garage is next to the building however you need to walk across San Simeon Dr.
  • The meeting is held in suite 650, please ring the doorbell if the door is locked.
  • We validate parking at the end of the meeting.

  • NexGen Study Group

    Thursday
    Nov
    7
    2019

    7:30 am - 8:30 am
    Location: Cantor Fitzgerald Conference Room
    660 Newport Center Drive, Ste 650
    Newport Beach, CA  92660


    Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or find an answer to a specific question, this group is for you. There is no cost to attend, and breakfast and parking are included. The NexGen Study Group is also scheduled to meet: July 11 and November 7.

    Please note:

  • Please park in the covered structure for Building 660. The garage is next to the building however you need to walk across San Simeon Dr.
  • The meeting is held in suite 650, please ring the doorbell if the door is locked.
  • We validate parking at the end of the meeting.