Next Gen Financial Planning

Listing Details

By appointment, please head to to reserve your time
Financial planning, investing


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 parts of your financial life. Being fee-only means that we don't receive any kinds of commissions or kickbacks for the recommendations that we make, so you can have confidence that we're always acting in your best interest.