Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Financial Planning > Behavioral Finance

FPA NexGen Picks Former Teacher as 2018 President-Elect

X
Your article was successfully shared with the contacts you provided.

The FPA NexGen community of the Financial Planning Association has elected Autumn Campbell, a senior financial planning analyst with The Planning Center in New Orleans, to serve as the 2018 president-elect of the FPA NexGen.

Campbell spent several years as an elementary teacher and high school counselor in Dallas before joining Upperline Financial Planning, now the New Orleans office of The Planning Center, as a financial planning resident in 2016.

Campbell specializes in financial life planning, education planning, debt management and cash flow planning. She received her certificate in financial planning from Southern Methodist University in 2016 and has since passed the Certified Financial Planner (CFP) examination. She is working toward fulfilling her apprenticeship experience requirement with the Certified Financial Planner Board of Standards.

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 as president-elect beginning Jan. 1.

“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,” Campbell said in a statement. “We are an ambitious collection of young professionals who are eager to find solutions for the profession’s complex and ever-changing needs.”

FPA NexGen provides financial planning professionals 36 and younger with a community that serves to support, advise and encourage professional advancement.

For the past 13 years, FPA NexGen has become a home for young financial planners, including students graduating from 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.

“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,” 2017 FPA President Shannon Pike said in a statement. “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.”

— Related on ThinkAdvisor:


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.