About


The 40 individuals profiled here exemplify the talent of the young advisers and associated professionals who are building and expanding the financial advice industry. What each has achieved – before turning 40 – will astound and entertain you.

In addition to their personal accomplishments, members of the InvestmentNews 2020 class of 40 Under 40 have exhibited exceptional leadership within the profession. They were chosen by a team of reporters and editors who selected these 40 out of nearly 1,000 online nominations.

Our seventh annual list includes entrepreneurs with their own advice businesses, leaders in financial planning academia and the youngest Financial Planning Association president ever.

In recent months these professionals, like the rest of us, have converted to mostly working remotely because of the global pandemic. Many of them expect COVID-19’s most lasting impact on the advice industry to be a continued shift to communicating virtually with clients and co-workers.

We hope these individuals help inspire even more young professionals to pursue careers in financial advice.