LeadIQ logo
Learn more at LeadIQ.com

Next Gen Financial Planning Employee Directory

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.

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

Next Gen Financial Planning Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Next Gen Financial Planning's Leadership

  • Stylized image of a person
    C. D.
    Principal Owner And Long Term Care Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. B.
    Financial Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D. J.
    Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Principal Owner/ Long Term Care Specialist
    Phone icon
    Mobile Phone

Next Gen Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Next Gen Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. D.
    Principal Owner And Long Term Care Specialist
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    G. B.
    Financial Specialist
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. D. J.
    Paraplanner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. W.
    Principal Owner/ Long Term Care Specialist
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 30, 2026

Frequently Asked Questions

What is Next Gen Financial Planning known for?

Minus sign iconPlus sign iconNext 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?

Minus sign iconPlus sign iconNext 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?

Minus sign iconPlus sign iconNext Gen Financial Planning has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.