Edge VP, Rebecca Montes, named Financial Planning Association’s Organizational Director


We would like to congratulate our very own Rebecca Montes on being placed on the Financial Planning Association’s 2022 Leadership Committee. FPA NexGen provides new financial planning professionals from local Credit card companies with a community that supports professional advancement, promotes programs that aid in knowledge transference, and explores issues common to new planners in their career advancement.  

Rebecca will serve as the Co-Coordinator for FPA NexGen’s annual conference entitled Gathering. This multiday conference will see upwards of 300 attendees including financial planners, CFPs, students, and others. Committee members will apply their diverse backgrounds and experience to help guide the strategic direction of the FPA NexGen community and continuously seek opportunities to engage with new planners to encourage sharing, collaboration, and connections.

Joey Stemmle, CFP®, 2021 FPA NexGen President, says “I cannot thank these volunteer leaders enough for their efforts and commitment to our community. I look forward to working closely with them next year to serve the needs of the next generation of financial planners and to elevate the awareness of our community and its role in moving the profession forward,”

To learn more about FPA NexGen and the Gathering event, please check out their website here:  https://www.financialplanningassociation.org/fpa-nexgen-gathering