FPA NexGen, a community within the Financial Planning Association dedicated to helping new financial planners, has elected members for the 2022 NexGen Leadership Committee, the FPA announced Monday.
The new members, who will serve one- or two-year terms, are Amie Agamata, a financial planner in San Diego; Emma Cramm, a wealth planner at Cadent Capital in Dallas; Rebecca Montes, a client specialist at Edge Capital Group in Dallas; Daniel Murphy, vice president of planning experience at Commonwealth Financial Group in Boston; and David Tassone, a senior financial advisor at Kaye Capital Management in Los Angeles.
The NexGen group is a community that supports more than 3,500 new financial planning professionals--FPA members and aspiring and new CFP professionals in the early stages of their careers. It is led by the 15-member FPA NexGen Leadership Committee.
In a profession that is dominated by older advisors, most of them male and white, financial advisory organizations and communities repeatedly have acknowledged the need for more diversity, including advisors of different ages. According to the CFP Board, more than 46% of advisors are over the age of 50.
“FPA NexGen has played a critical role in making the next generation of financial planners feel more connected to each other and the profession,” said FPA President Skip Schweiss, in a statement.