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

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

More Info

NexGen Summer Mixer


5:30 pm - 7:30 pm
Location: Irvine Spectrum Marriott
7905 Irvine Spectrum Dr.
Irvine, CA  92618

Join FPAOC NexGen at the county’s newest on-trend lounge, Hive & Honey Rooftop Bar in the Irvine Spectrum Marriott with a 360-panoramic view. Whether you are a young planner or new to the profession, we welcome you to join in the fun. Cost is $20 online and $25 at the door. Includes parking, 1st drink and appetizers.

NexGen Regional Conference


All Day

Coming Soon! Watch for details and registration here.