Next Gen Financial Planning

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1455 Frazee Rd Ste 543
San Diego, CA 92108
+1 (619) 363-5187
https://www.nextgenfinancialplanning.com
Next Gen Financial Planning is a leading financial planner in San Diego, providing customized solutions for individuals and families to help them achieve their financial goals. Their team of experienced financial planners works closely with clients to understand their unique needs and develop comprehensive plans that are tailored to their specific situation. With a focus on transparency, education, and individualized attention, Next Gen Financial Planning provides clients with the tools and guidance they need to make informed decisions and secure their financial future. Whether you're planning for retirement, saving for college, or seeking investment advice, Next Gen Financial Planning can help you navigate the complex world of finance with confidence.

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Reviews

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4.59 reviews
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Lisa R.
7/25/2017

A financial advisor who actually gives advice instead of just selling crap! I've been working with Steven at Next Gen for a while and he's been totally awesome. He has been easy to work with,...

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Nicky R.
12/12/2021

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening...

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Will M.
1/23/2021

I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and...

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Shani C.
1/31/2018

I had the opportunity to sit down and have "the talk" with Mike about my finances. As apprehensive as I was, I know I had to get real about what my money was doing and Mike gave me the information...

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JoDee M.
10/2/2020

Started off decent. Mike helped me until the pandemic when I was going through my own job issues/career , but couldn't really advise me as how to proceed, which I understand was unclear under the...

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