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      Next Gen Financial Planning

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      Financial Planners, Investment Management

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

      619-363-5187

      OPEN NOW: 
      Today: 8:00 am - 4:30 pm
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      DETAILS
      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
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planners, Investment Management
      Services/Products
      Financial planning and investment management
      Neighborhoods
      University Heights, Western San Diego
      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

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.