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Fortune
Fortune
Julia Bartak

Edward Jones advisor: Gen-Z doesn’t want an office happy hour. They want financial security

Julia Bartak (Credit: Courtesy of Julia Bartak)

Gen Z is among the most financially anxious and financially proactive generations. They hold “admin nights” to check things off their to-do lists, track every dollar and have even turned 401(k)s into ironic status symbols. Despite their efforts, many still feel they’re falling behind.

They’ve weathered market volatility, a pandemic and rising living costs — and fixed expenses often hit before their first paycheck even settles. As a financial advisor, I’ve never seen a generation so eager to build a future, yet so unsure whether that future is attainable.

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