General Info

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 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