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Tom Meaglia, ChFC®, AEP®,

CLU®, CRPC®, MSFS

Chartered Financial Consultant

Investment Advisor Representative

Chartered Retirement Planning Counselor

CA Insurance Lic. #0567507

 

Meaglia Financial Consulting

2105 Foothill Blvd., #B140, La Verne, CA 91750

 

Toll Free: 800-386-3700

Bus:         909-593-6105

Cell:         818-681-8600

Fax:         909-593-6120

 

Email: tom@meagliafinancialconsulting.com

Website: www.meagliafinancialconsulting.com

September/October 2025

How Gen Z is Shaping Financial Markets

How Gen Z is Shaping Financial Markets

As the youngest generation to enter the financial markets, Generation Z (those born between 1997 and 2012) is making waves with their unique perspective on investing. Unlike their predecessors, Gen Z's approach to stocks is shaped by technology, social media, and a keen awareness of global issues. This generation's investment habits are redefining traditional stock market practices and contributing to the rise of new trends and sectors.


Technology Reigns
Gen Z investors have grown up in the age of smartphones, social media, and online trading apps. Their comfort with technology has led to a preference for user-friendly investment platforms that offer real-time data, gamified experiences, and social interaction around trading. This dynamic represents not only how Gen Z learns about investments but also how they make financial decisions.


Impact Investing
Gen Z's progressive outlook toward social and environmental issues has attracted them to impact investing. This generation prioritizes businesses aligning with their values, favoring companies demonstrating commitment to sustainability, diversity, and ethical governance. Young investors are more likely to back companies that contribute positively to society over those that merely aim for profit. Recognizing this trend offers a unique opportunity to identify promising companies that resonate with Gen Z values, potentially leading to long-term gains.


Alternative Assets
Gen Z is driving innovations in investment products. The rise of fractional shares, cryptocurrencies, and alternative assets reflects this generation's desire for inclusivity and expanded access to investing. Rather than sticking to traditional stock options, Gen Z investors are including a variety of asset classes in their portfolios. This blending of traditional and contemporary investment practices could pave the way for more holistic portfolio management.


A Thirst for Knowledge
Gen Z is increasingly focused on financial literacy and education. With a strong desire to demystify the complexities of the stock market, many Gen Zers are seeking resources to become wellinformed investors. This shift in the overall mindset to emphasizing learning and collaboration rather than competition could herald a new era of transparency in investing.


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Thomas Meaglia is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
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