Next Gen Financial Planning Email Format
Financial ServicesCalifornia, United States2-10 Employees
Next Gen Financial Planning is a fee-only financial planning firm based in San Diego, California, that serves active young professionals in their 20s to 40s. The firm provides guidance on investments, taxes, insurance, student loans, and other personal finance areas, aiming to help clients balance current needs with future goals. Positioned in the financial services industry, it targets individuals who may feel underserved by traditional advisors and emphasizes a modern, client-focused approach. The company operates in a small team environment and is located at 1455 Frazee Road, Suite 543, reflecting its location in the San Diego region. The description suggests a specialization in helping young professionals use money as a tool to manage day-to-day finances while planning for long-term outcomes.