Find a business

        More Info

        General Info
        Next Gen Financial Planning is a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. We provide advice on investments, taxes, insurance, student loans, and other areas. We're not your father's financial planner, and are quite proud to serve a group that traditional financial advisors fail to address! Being fee-only financial planners means that we never accept commissions or kickbacks when clients follow the advice that we give, so you can have confidence that we are always acting in your best interest
        Services/Products
        Financial planning and investment management
        Associations
        Next Gen Financial Planning is a Registered Investment Advisor in the state of California and other jurisdictions where exempted. Member of the Financial Planning Association, National Association of Personal Financial Advisors, and XY Planning Network
        Other Links

        Next Gen Financial Planning

        Next Gen Financial Planning Blog

        Categories
        Financial Planners, Investment Management

        Reviews

        Hi there!
        Rate this business!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate
        KS
        Kista S.

        12/30/2016

        Overall
        Expertise
        Professionalism

        I initially went to Steven for help with investing and tax planning, but we ended up going into a lot more. I really appreciate that he is fee-only as well, so I know that he's always working in my best interest.

        Helpful(0)Flag

        Details

        Phone: (619) 363-5187

        Address: 1455 Frazee Rd, Suite 543, San Diego, CA 92108

        Website: Next Gen Financial Planning

        People Also Viewed