Next Gen Financial Planning
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1455 Frazee Rd, Suite 543, San Diego, CA 92108
1455 Frazee Rd, Suite 543, San Diego, CA 92108
WebsiteNext 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
Reviews
12/30/2016
Provided by YP.comI 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.
More Business Info
- Hours
- Regular Hours
Mon - Fri: - 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
- Categories
- Financial Planners, Investment Management