FPA LIVE with Aaron Coates, CFP®, on Founding FPA NexGen
In this conversation, we talk with Aaron Coates, CFP®, owner of Relevant Financial Advisors in Elkhart, Indiana, and one of the founders of FPA NexGen. We chat about why he and others identified a need 20 years ago for a dedicated community for next-generation financial planners, how he has seen the community grow over the past two decades, what he hopes to see for the community in the years ahead, and his reaction to winning the 2024 FPA Heart of Financial Planning Award in recognition of his service to the Association and profession.