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Next Gen Financial Planning
Your trusted partner for personalized, fee-only financial guidance and long-term wealth strategies.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
1 / 5
About Next Gen Financial Planning
Next Gen Financial Planning is a premier fee-only financial advisory firm in San Diego, dedicated to providing transparent, personalized financial planning for individuals and families. Led by Steven and his team, we focus on building lifelong relationships, offering expert guidance on investments, retirement, and life transitions without commission-based motives. Our client-centered approach ensures peace of mind and tailored strategies to help you achieve your financial goals with clarity and confidence.
Business Info
Location
1455 Frazee Rd Suite 543, San Diego, CA 92108, USA
Services Offered
Personalized Financial Planning
Customized strategies for budgeting, saving, and long-term wealth management tailored to your unique goals and lifestyle.
Retirement Planning
Expert guidance on retirement savings, investment options, and income planning to secure your financial future.
Investment Management
Transparent, fee-only investment advice and portfolio management to optimize growth and align with your risk tolerance.
Life Transition Support
Assistance with financial decisions during major life events like weddings, moves, or family additions.
Fee-Only Advisory Services
Flat-rate financial planning with no commissions, ensuring unbiased recommendations focused solely on your best interests.
Reviews
5(5 reviews)
Rating Distribution
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4
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James Matthew Escano
via Google
over 1 year ago
Wife and I worked with Steven and Josue for the past 5 years. They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions. Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.
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Hallie Puttermanvia Google
almost 4 years ago
If you want someone to guide you through a long term financial plan and actually help you understand HOW to do it, Steven is your guide. He explains things thoroughly without ever being condescending. And he asks thought provoking questions about your future to really help find the best plan for you. I’ve worked with a lot of financial planners over the years but never had one who felt so genuinely interested. He comes to every meeting with notes from the previous, and we review to make sure all tasks were addressed. Highly recommend.
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Nicky Riordanvia Google
about 4 years ago
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 to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can’t recommend Next Gen strongly enough.
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Will Misslinvia Google
about 5 years ago
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 no ulterior motives. I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus on the most important things.
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Brian Dearbornvia Google
about 6 years ago
Steven has been an absolutely amazing Financial Planner. I definitely recommend him to anyone looking for someone with tremendous financial planning experience. He has helped guide me in making more informed financial decisions. I most appreciate his attention to detail, his professionalism, his extensive experience on a wide array of topics, and his patience. There are so many positive things to say I could go on and on!
