Alexandria Davis is a young planner on a mission! After earning her Bachelors of Science in Economics and a minor in Finance at California State University-Sacramento, she attended the Certified Financial Planning program at UC Davis. She is now a NexGen who is highly engaged in the Financial Planning Association (FPA), and was elected as President of NexGen, starting in 2020.
As a host for You’re a Financial Planner, Now What? Alexandria loves talking to financial planning professionals who are trailblazing the profession. She wants to find people who are doing something unique, and who can show financial planners a new (and better) way to succeed. Alexandria also appreciates that, with the podcast, the hosts can connect with anyone, from the industry’s best-known professionals to the newest graduates. She believes that everyone has valuable insights to offer and that everyone can learn something new.
On this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning, as well as how to give back within the profession and thank those who’ve come before us.
René Nourse is the founder and Managing Director of Urban Wealth Management, a guest commentator on CNBC Closing Bell, and President of the Association of African American Financial Advisors. Listen to René’s insights on the progress of the profession, the role of inclusion, and how to find your place in it on this week’s episode.
Tiffany Aliche, AKA The Budgetnista, is an award-winning financial educator, blogger, podcast host, speaker, and the founder of the Live Richer Academy. On this episode, Tiffany shares her story, how she grew her business into an enterprise, and why service and education are critical in the financial planning profession.
Christine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. In her many years teaching at Virginia Tech, and now through her residency program at Olio Financial Planning, Christine has developed a clear idea of how focused education and residency programs can impact NexGen planners – and the profession as a whole.
In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.
In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!
Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.
Today we’re introducing our three new #YAFPNW hosts! Ian Harvey, Alexandria Davis, and Matt Fizell, all bring unique perspectives to the table – and we’re thrilled to have them with us this year.