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Who we are…

We are a passionate community of professionals committed to furthering the financial planning profession. Our mission at FPA Activate is to help you further your career and become an exceptional planner. Whether you are a student, new to the profession, a career changer or are curious about financial planning, you’ve found the right place. The FPA is the professional organization for CFP® professionals and is committed to providing tools for your success, whatever career stage you are in.

#thelatest from FPA Activate & #YAFPNW

Starting an RIA Serving the Next Generation

Steven Fox, CFP®, founded his fee-only financial planning firm, Next Gen Financial Planning, in 2016. As a business owner, Steven has learned to serve a wide range of millennial clients. He practices on a unique model of wealth management that focuses on managing student loans, getting started with investing, and more.

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So You Didn’t Pass the CFP® Exam… Now What?

Today’s article was submitted by Bryan Ruiz. Bryan is a planner in residence at Kahler Financial Group and active member of the Financial Planning Association! After failing and passing the CFP® exam, he shares his reflections on his struggle, his process, and lessons learned.

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Denver, CO 80231

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