Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners!
The industry continues to struggle to attract young, talented advisors, especially on the independent side. But the FAs here, who all carry the CFP designation, are the exception. These up-and-coming advisors have built solid practices from a young age and continue to grow by catering to the next generation of clients. They’re all age 36 or younger and members of the Financial Planning Association. Here are 10 next-gen advisors, in alphabetical order, that we believe are worth keeping an eye on.
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