San Diego NexGen

San Diego NexGen

NexGen is a community of younger financial planners who work to support, advise, and encourage one another in our professional advancement.

NexGen Group Photo

Vision Statement:

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

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

Who are NexGen Members?

Individuals who are age 36 and under, and active in the financial planning profession

Upcoming Events:

(this calendar includes all SD FPA events, not only NexGen)

May 2017

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  • SD FPA Women's Initiative Social Mixer
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  • SD FPA Board Meeting
  • SD FPA / CFA Society Wealth Management Symposium
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Newsletter Signup:



 

Recommended Reading List For NexGen Members:

  • Unconventional Success – David Swenson
  • The One Page Financial Plan – Carl Richards
  • Thinking Fast & Thinking Slow – Daniel Kahneman
  • Mind over Money – Brad Klontz, PSY.D & Ted Klontz, PhD
  • Facilitating Financial Health – Brad Klontz, Rich Kahler & Ted Klontz

CFP Study Materials:

President - San Diego FPA NexGen

Adam Werner, CFP®
Donnelly Wealth Advisors
(858) 622-9009 x 114
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