Fall enrollment is open, and closes September 28. Check out the Academic Term Calendar for more information.

Coffee, Careers & Connections: Meet the Firms + FPA Next Gen Panel

MGMT 722.37

Meet the Firms + FPA Next Gen is a two-part event designed to connect students with top financial planning professionals and provide practical tools for career success. Attendees will explore job opportunities, gain networking and branding skills, and hear firsthand insights from industry leaders. Light meals will be provided.

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Why you should attend.

Network with peers and others interested in the financial field
Hear from a panel of experts on breaking in to the industry
Gain insights into the world of financial management and discover what your path may look like when breaking into the field

About this course:

This dynamic two-part event is tailored for students interested in pursuing a career in Personal Financial Planning. It offers a unique opportunity to connect with industry leaders and gain practical tools for professional success. Whether just beginning to explore the field or actively preparing for a career, attendees will benefit from expert insights, networking opportunities, and actionable guidance to help shape their future.

All students must be registered to attend and receive information about this event.

3:00 – 4:00 PM
Start with the Meet the Firms Coffee Klatch, featuring professionals from:
Hazany Group – Shahram Hazany, CEPA®, CIMA®, CPFA® (Century City)
Strategic View Advisors – Shanelle Sua, CFP®, RICP® (Manhattan Beach)
Kondo Wealth Advisors – Marnie Wheeler (Pasadena)
They’ll share insights into their firms, career journeys, and the job market for Personal Financial Planning professionals.

*Coffee and snacks will be served during this portion of the event.

4:30-6:30 PM
Then, stay for the FPA-LA Next Gen session: The Power of Networking, Building Your Brand, and Storytelling. This interactive session features:
Neeka Miremadi, Financial Advisor
Gloria Garcia, Cisneros, CFP®
Uziel Gomez, CFP®, AFC®
Learn how to craft your personal narrative, build a standout brand, and network authentically with professionals and peers in the financial planning field.

*Enjoy pizza and soft drinks while you connect and learn during this session.