I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.
August 2023
We’re all trying manage; finances, taxes, investments, student loans, etc... today, while planning and preparing for our future. NGFP’s process and experienced team develop a plan to keep you on the path to achieving your goals. I highly recommend NGFP, they’re an outstanding group!
April 2023
Steven is great to work with. He's always very friendly and knowledgeable. Highly recommend!
Next Gen Financial Planning is a leading financial planner in San Diego, providing customized solutions for individuals and families to help them achieve their financial goals. Their team of experienced financial planners works closely with clients to understand their unique needs and develop comprehensive plans that are tailored to their specific situation. With a focus on transparency, education, and individualized attention, Next Gen Financial Planning provides clients with the tools and guidance they need to make informed decisions and secure their financial future. Whether you're planning for retirement, saving for college, or seeking investment advice, Next Gen Financial Planning can help you navigate the complex world of finance!