The NexGen Community

Our “NexGen” group is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. 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

“Elevate the profession that transforms lives through the power of financial planning.”

FPA NexGen Strategic Directive

“To educate, promote, and integrate the next generation of CFP® professionals”

NexGen enacts this directive through the following service lines:

  • Community: Foster inclusive communities dedicated to the development of the next generation of CFP® professionals.
  • Education: Provide high-quality content about the practice, business, and profession of financial planning.
  • Career success: Promote the growth and quality of the next generation of CFP® professionals’ careers.
  • Advocacy: Promote FPA and CFP® professionals as the credible voice in financial planning.

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

POSTPONED – NexGen Mixer

Thursday
Apr
23
2020

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


Watch for details on a new date soon!

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

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

Cost is $15 and includes appetizers and first drink. Parking is free.

Note: If you would like to use the free mixer included in your 2020 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.


NexGen Study Group

Thursday
May
7
2020

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.

This Month’s Topic: “The Good, The Bad and The Ugly Around Divorce, What You Always Wanted to Avoid But Won’t Be Able To” with Mark Phillips

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
9
2020

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.

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
12
2020

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.

This month’s topic: Year-End Tax Planning with Mark Prendergast

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.