NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members who are 33 years old and younger. As part of their membership, all NAPFA members under the age of 33 are automatically enrolled in NAPFA Genesis. Anyone interested in advancing their career, or lending a hand to those who are just starting out, is invited to participate in NAPFA Genesis.

The group is focused on three primary objectives:

  1. Discover: Access information and resources about Fee-Only planning and how to serve clients through adherence to a strict fiduciary standard.
  2. Contribute: Share tools and resources and collaborate to advance themselves and the Fee-Only financial planning profession.
  3. Advance: Access to current job postings and a network of professionals willing to provide mentorship to peers.

How Do I Get Involved?

Genesis is led by a volunteer committee committed to building the community of young planners within NAPFA. If you have any questions about Genesis programs or volunteering, please feel free to contact one of the lead volunteers. For general inquiries, please e-mail Genesis@NAPFA.org.

Chair: Drew Feutz

Membership: Elijah Essa

Treasurer: Stephanie Spies

Projects: Cecilia Fleming

Education/Webinars: Aysha Ballis

Communities: Brie Black

Marketing/Social Media: Jadah Riley

Engage Community

There are a lot of ways to be involved with NAPFA Genesis. All members 33 and under are automatically entered into the NAPFA Engage Genesis Community, a place where you can privately share questions or thoughts with the other 300-plus members of the community. View the Genesis Community on Engage here.

Facebook

In the Genesis Facebook group, young planners discuss problems they are working to solve, ask for recommendations, and talk about the next step in their careers. Visit or join the group here (it's an open group, so you don't have to be a member to belong!)

Study Groups

Genesis is expanding its reach to local study groups - these are groups where you can meet and network with Genesis peers. Information for the existing groups, which meet several times a year, can be found below.

BaltimoreWilliam Hufnell

AtlantaKyle Kvalheim

New YorkKelly Metzler

If you are interested in starting a Genesis study group in your area, please reach out to Graham Ewing.

Scholarships

NAPFA Genesis sponsors several scholarships throughout the year to further your profession with educational and networking opportunities. Click below to learn more!

Webinars

NAPFA Genesis sponsors educational webinars about topics that our young planners need information on. These webinars are free to NAPFA Genesis members. Visit the Genesis Engage community for more information!

NAPFA Genesis 2022 Sponsor