Ian Harvey
Ian Harvey28

Financial adviser,
Financial Asset Management Corp.

Fast Facts

  • Has signed up for this year's Marine Corps Marathon in Washington.
  • Loves speakeasy-style bars.
  • Girlfriend was in the Broadway cast of "Cats."

The 2018 FPA NexGen president has definite ideas about what he wants to accomplish."There's no question about our direction," Ian Harvey said. "We want to make sure that planners with lots of experience are working with planners having less experience so that a transfer of wisdom happens."

In the six years since he graduated from Virginia Tech University with a degree in financial planning, Mr. Harvey said he has personally benefited from working alongside experienced advisers.

First at Rockwood Wealth Management and from 2015 until this month at Sontag Advisory in New York, he says he has learned a lot from fellow advisers with different areas of expertise. He also hopes to learn as much from Scott Kahan, who is the incoming president of the Financial Planning Association's New York Chapter and whose Chappaqua, N.Y.-based firm Mr. Harvey joined this month.

But involvement and leadership are two areas the young adviser already seems to have mastered. He started one of the nation's most successful student FPA chapters while in college, and then went on to serve as his local chapter's NextGen liaison.

Given his hopes of eventually becoming an equity owner in his new firm, the financial planning community is likely to be seeing a lot more of Mr. Harvey in the future.

— Evan Cooper; Photo credit: Brad Trent

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