Millennial Planners consists of CERTIFIED FINANCIAL PLANNER™ professionals who are proud to represent the Next Generation of Financial Planning. Each of us has a similar story - we followed our passions for the industry to our new homes, which are now scattered across the country. We are connected by our similar journeys and values.
Our mission is to be a voice of guidance and thought leadership for other young financial planning professionals who are aspiring to be or are currently in career paths similar to ours.
In January 2016 the four of us gathered in Half Moon Bay, California to have our first annual Millennial Planners retreat. Read more about it here.
Bryan Hasling, CFP®, EA:
Born and raised in Texas, and a graduate of Texas Tech's Personal Financial Planning program, I eventually moved to the San Francisco Bay area in hopes of making a impact on this industry, while advancing the next generation of planners.
On the career side, my latest goals and challenges have come from being a Manager and learning to positively influence a firm’s culture (and bottom lines). I’ve also earned the Enrolled Agent designation, which has been a large commitment to my education in tax.
On the personal side, I’m most excited about learning to be married, beginning in April 2019(!!). There is no shortage of passions in my life, and marriage will be a great learning experience in true ‘work-life’ balance.
Regan Smith, CFP®:
I grew up in Southeastern Wisconsin and graduated from the University of Wisconsin-Madison, all within an hour drive of where I was born. After a year of employment at the fastest growing RIA in the Milwaukee area I began to grow restless, and a change of scenery seemed necessary. That restlessness culminated in an unprecedented move for me, driving Route 80 across the country without a job or place to live to start a new life in the Bay Area. I found that fortune favors the bold, as I now work at a Fee-Only RIA headquartered in Palo Alto where I will continue to build the basis for my career as a financial advisor.
In my free time you can find me buried in a science fiction novel, at a dog-friendly bar, enjoying a San Francisco park, or taking Wisconsin sports a little too seriously (NO. Badgers.)
Joe Markel, CFP®:
I currently live in Boston and attend law school at Boston University.