Former New Orleans Teacher and Current CFP® Candidate to assume new role in January 2018
DENVER (October 24, 2017) – The FPA NexGen® community of the Financial Planning Association® (FPA®) today announced that Autumn Campbell, a Senior Financial Planning Analyst with The Planning Center in New Orleans, La., has been elected to serve as the 2018 President-elect of the FPA NexGen.
Campbell spent several years in education as an elementary teacher and high school counselor in Dallas, before joining Upperline Financial Planning in 2016, now the New Orleans office of The Planning Center, as a financial planning resident. Specializing in financial life planning, education planning, debt management and cash flow planning, Campbell received her Certificate in Financial Planning from Southern Methodist University in 2016 and has since passed the Certified Financial Planner™ (CFP®) examination. She is currently working toward fulfilling her apprenticeship experience requirement with the Certified Financial Planner Board of Standards, Inc.
A graduate of Whitman College, Campbell has been an active member of FPA and the FPA NexGen community and will continue to work with other FPA NexGen leaders in her new role beginning January 1, 2018.
Progress, Innovation & Impact
“It’s an exciting time to be part of FPA NexGen because all of us in the community are searching for progress, innovation, and impact. We are an ambitious collection of young professionals who are eager to find solutions for the profession’s complex and ever-changing needs,” says Autumn Campbell on her election. “I am honored to be selected as the 2018 President-Elect of FPA NexGen and I look forward to meeting and collaborating with the many members in our ranks to help forge our career journeys and magnify our impact in financial planning.”
For the past 13 years, FPA NexGen has provided financial planning professionals 36 years of age and under with a community that serves to support, advise and encourage professional advancement; promote, foster and direct programs that aid in knowledge transference; and explore issues common to younger planners in their career advancement. FPA NexGen has become a home for young financial planners, including students graduating out of university financial planning and CFP Board-Registered Programs, career changers, and established planners looking to improve their skills and affect the future of their chosen profession. FPA NexGen is a community for innovative thinking on topics such as: implementing financial planning advice to new and existing clients, improving business and service models (e.g. efficiently providing advice to Millennials and Generations X and Y), and effective uses of technology, communication, and more.
“Autumn’s election is the culmination of determination and passion for this profession. We are excited for the future of FPA NexGen and to have Autumn on our leadership team,” says 2017 FPA NexGen President-elect Ian Harvey, CFP®. “As a community, we are broadening our influence as young professionals and working alongside the pioneers of the profession to create the future of financial planning.”
“Community is an important aspect of the FPA experience for our members and FPA NexGen has played a central role in helping connect our younger members with their peers and the profession,” says 2017 FPA President Shannon J. Pike, CFP®. “Autumn is a shining example of the passion and commitment our younger members have for FPA and the profession. The FPA Board of Directors looks forward to working with her and the entire FPA NexGen community to provide our younger members the support they need to grow and thrive in financial planning.”
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One ConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today’s CFP® professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.