NexGen – The Future of Planning

Our “NexGen” group is a sub-community of FPA, geared toward younger planners and those who are new to the profession. These individuals will create the future of planning. 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

Jacob Keltner, NexGen Director

If you are interested in being a member of the Oregon and SW Washington NexGen community or joining the NexGen committee, email Jacob Keltner, info@fpa-or.org.
Click here to view information about the FPA NexGen community on the national level.