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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

A Conversation with the “Dean of Financial Planning”

Dec 11, 2018 | #YAFPNW, Keys to Career Success

Harold Evensky, sometimes called The “Dean” of Financial Planning, loves this profession. This year, he was awarded with the P. Kemp Fain, Jr. Award – which is often equated to the lifetime achievement award for financial planners. It was an honor to have him on this episode of #YAFPNW!

Reinventing Wealth Management

Dec 4, 2018 | #YAFPNW, Growing a Firm, Keys to Career Success

This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning practices for your business, and where you can connect with like-minded advisors who all want to grow and make this profession the best it can be.

From New Planner to Partner-Eligible in 5 Years

Nov 27, 2018 | #YAFPNW, Career Progression

Bryan Hasling, CFP ®, is passionate about building a network of financial planners who lift one another up. He’s focused on helping other financial planners learn how to foster community in their practices and with one another to thrive throughout his career, and as a previous San Francisco FPA NexGen Director.

Growing in Confidence and Building a Practice

Nov 20, 2018 | #YAFPNW, Growing a Firm

Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and growing the practice you’ve always dreamed about.

Living in Beta

Nov 13, 2018 | Career Progression, Growing a Firm, Keys to Career Success, Starting a Firm

In this episode Jonathon Cameron and Glenn Downing of Cameron-Downing show us how they are living their lives in “beta.” They believe this phrase means always being willing to grow, improve, and learn – never the “final” version of themselves as business owners or financial planners.

Launching into the Financial Planning Profession

Nov 6, 2018 | #YAFPNW, Career Progression

Emily Purdon started her career in 2016. She quickly realized that her CFP® certification and financial planning degree through Virginia Tech hadn’t really prepared her for the realities of being a planner – and she felt that the comprehensive planning she learned at her role with SBSB (Sullivan Bruyette Speros & Blayney) was both exciting and beneficial to clients in a way she hadn’t imagine was possible.

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