Membership
The GenZ Advisor is building a thriving community of wealth management professionals at different stages in their careers. Whether you’re just starting out, looking for guidance, or ready to give back, this is a space for learning, shared knowledge, and mentorship.
Becoming part of this community means you can contribute as much or as little as you’d like. As your career progresses, you’re free to transition between membership tiers or get more involved when the time feels right.
Not sure if this is for you? No problem. Join as a General Member, explore the community, and see if you want to engage more over time.
Regardless of your level of involvement, thank you for your support—I hope you choose to be part of The GenZ Advisor community!
Choose Your Membership Tier
Tier 1: Mentor (For Experienced Advisors & Industry Leaders)
Help guide the next generation of financial professionals by:
Answering career-related Q&As featured in Advisor Journeys
Joining mentorship panels & small group discussions
Sharing your story & insights with aspiring advisors through Advisor Journeys
Expanding your influence & industry presence (It will help industry leaders find the best talent!)
Mentorship is flexible—no long-term commitment required!
Tier 2: Mentee (For Students, Career Changers & Aspiring Advisors)
If you’re looking to break into wealth management, you’ll get:
Exclusive career insights & strategies from real advisors
Mentorship opportunities (group Q&A panels, networking events)
Industry resources
Connections to experienced professionals
Tier 3: General Member (For Industry Professionals Who Want to Stay Engaged)
Stay connected with the industry without mentorship commitments by:
Getting insider reports & career insights
Accessing networking opportunities & community discussions
Receiving invites to virtual events & private content
Supporting The GenZ Advisor movement!
Ready to Join?
Membership is free, and you can choose how involved you want to be!