NG
Next Gen Financial Planning
Your trusted partner for personalized, fee-only financial planning and long-term wealth strategies.
5
Business
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Your trusted partner for personalized, fee-only financial planning and long-term wealth strategies.
Next Gen Financial Planning is a fee-only financial advisory firm based in San Diego, dedicated to providing personalized, comprehensive financial planning services. The team, led by Steven and Josue, focuses on building lifelong relationships with clients, offering clear guidance through life changes like weddings, moves, and family growth. With a commitment to transparency and no commission-based upselling, they help individuals and families strategize their finances to achieve peace of mind and meet long-term goals.
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Customized strategies for budgeting, saving, and long-term wealth management tailored to your unique goals and lifestyle.
Expert guidance on retirement savings, investment options, and income planning to secure your financial future.
Transparent, fee-only investment advice and portfolio management to optimize growth and align with your risk tolerance.
Assistance with financial decisions during major life events like weddings, moves, or family additions.
Flat-rate financial planning with no commissions, ensuring unbiased recommendations focused solely on your best interests.
Overall rating
James Matthew Escano
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.
Hallie Putterman
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.
Nicky Riordan
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.
Will Misslin
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.
Brian Dearborn
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!
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