Next Gen Financial Planning
Next Gen Financial Planning is a fee-only financial planning firm based in San Diego, CA, that specializes in providing professional guidance and support to high-earning professionals in their 20s-40s. Their team of Certified Financial Planner professionals helps clients make better financial decisions, balance their current needs with future goals, and navigate complex financial situations such as student loans, tax planning, estate planning, and investing.
As fiduciaries, Next Gen Financial Planning prioritizes clients' best interests and operates with transparent pricing, receiving no commissions or referral fees. With a focus on the next generation, they aim to empower individuals to use money as a tool to design their ideal lives and achieve financial confidence for the future.
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