Join us for this interactive, virtual, panel discussion on Breaking into the Financial Planning Industry.  Featuring…

  • Marguerita (Rita) Cheng – Certified Financial Planner® Chief Executive Officer at Blue Ocean Global Wealth.
  • Justin Green – CFP®, MSPFP and Lead Planner at AssistFP
  • Akeiva M. Ellis – MSFP, CPA/PFS, CFP®, ChSNC® Financial Education Specialist at Ballentine Partners

The FPA of New England NexGen is the FPA community dedicated to serve aspiring and early-career CFP® professionals. If you’re new to the industry, or want to stay informed about NexGen.

Event Registration