Next Gen Financial Planning Employee Directory

Q: What is Next Gen Financial Planning known for?

Next Gen Financial Planning was founded in 2016. Next Gen Financial Planning operates in the Financial Services industry.

Q: How many employees does Next Gen Financial Planning have currently?

Next Gen Financial Planning has approximately 2 employees.

Financial ServicesCalifornia, United States2-10 Employees

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 parts of your personal finances. We're not your father's financial planner, and are quite proud to serve a group that traditional financial advisors fail to address!

Find Next Gen Financial Planning employees' phone numbers or email addresses

Next Gen Financial Planning Global Highlights

North America
9

United States Of America
9

Next Gen Financial Planning's Leadership

C. D.
Principal Owner And Long Term Care Specialist
Mobile Phone
Email
C. W. M.
Senior Financial Planner
Mobile Phone
Email
G. B.
Financial Specialist
Mobile Phone
Email
J. D. J.
Paraplanner
Mobile Phone
Email
C. W.
Principal Owner/ Long Term Care Specialist
Mobile Phone
Email

Next Gen Financial Planning Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Next Gen Financial Planning

Name

Title

Contact Info

Location

Last Update

C. D.
Principal Owner And Long Term Care Specialist
Mobile Phone
Email
Oct 17, 2024
C. W. M.
Senior Financial Planner
Mobile Phone
Email
Aug 10, 2025
G. B.
Financial Specialist
Mobile Phone
Email
Oct 17, 2024
J. D. J.
Paraplanner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. W.
Principal Owner/ Long Term Care Specialist
Mobile Phone
Email
United StatesFlorida
Oct 23, 2025

Frequently Asked Questions

What is Next Gen Financial Planning known for?

Next Gen Financial Planning was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 1455 Frazee Road Suite 543 San Diego, California United States. Explore Next Gen Financial Planning's company overview page for more information.

What is Next Gen Financial Planning's most common email format?

Next Gen Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Next Gen Financial Planning email formats with LeadIQ.

How many employees does Next Gen Financial Planning have currently?

Next Gen Financial Planning has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Next Gen Financial Planning's key employees and leadership?

As of February 2026, Next Gen Financial Planning's key employees include:

Principal Owner And Long Term Care Specialist: C. D.
Senior Financial Planner: C. W. M.
Financial Specialist: G. B.
Paraplanner: J. D. J.
Principal Owner/ Long Term Care Specialist: C. W.

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