Next Gen Financial Planning is a fee-only financial planning firm in San Diego, California, serving clients locally and also nationwide through virtual meetings. We specialize in helping high-earning professionals in their 20's-40's make better financial decisions, and teach them to use money as a tool to balance today's pressing needs with tomorrow's dreams.
What do I want my future to look like, and what role do my financial decisions play as I design my ideal life?. I want to save for retirement, but how do I know how much I need to contribute or which funds to invest in?. I haven't looked at my life, auto, or home insurance policies since buying them several years ago.
What do I want my future to look like, and what role do my financial decisions play as I design my ideal life?. I want to save for retirement, but how do I know how much I need to contribute or which funds to invest in?. I haven't looked at my life, auto, or home insurance policies since buying them several years ago.
Services
Please select the appropriate appointment type below and find whatever time works best for you. We can meet at our office in San Diego, do an online video chat, or talk on the phone. If you are a new potential client, please note that you'll be meeting with Rafael or Mike since Steven has reached capacity and is not currently accepting new clients.
Reviews (17)
Hallie Putterman
Feb 01, 2022
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If you want someone to guide you through a long term financial plan and actually help you understand HOW to do it, Steven is your guide. He explains things thoroughly without ever being condescending. And he asks thought provoking questions about your future to really help find the best plan for you. I’ve worked with a lot of financial planners over the years but never had one who felt so genuinely interested. He comes to every meeting with notes from the previous, and we review to make sure all tasks were addressed. Highly recommend.
Nichole Riordan
Dec 23, 2021
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Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of
Popoola Ayomide
Dec 18, 2021
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At first I never actually build any interest on this Binary/Forex trading of a thing but when I later gave it a try with the Help of this wonderful Expert Trader Mr. ARNOLD CLARK. it was a successful trade for me. All i did was to invest $550 into my first trading and to my greatest surprise, I received huge amount of $5,420 as profit in 6 days of… trading. Mr. ARNOLD CLARK was the trader that made it possible and his is still doing it all for me.. You want to be happy and bill free like me do well to reach out to he via email arnoldclark61@gmail.com WhatsApp: +1(910)2274267
Horluwa Tunmis & Ecirc
Dec 17, 2021
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The government can't employ everybody. It's time we start thinking outside the box.. There are lots of ways to be self employed, open your mind and welcome new ideas be creative and explore new opportunities, determination leads to success. Few months ago after going through a lot of losses ,I invest with Mr Brett Corey and let him manage my… account, So far I have been earning $7,450 every 7days of investing $500 and i can withdraw anytime without any problem. Happy to continue trading with MR Brett Corey, may God continued to bless you Sir You can also contact him if interested ,,,, MR
Kabir A. Kabir
Oct 20, 2021
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I am glad to share with you my success story today, when I started trading binary and forex few months ago, I really don't have the neccessary tools to trade and i lost a lot until I met Mrs Amandra who thought me all about the market psychology as She managed my account for me. Today I am grateful to her for her great offer and help because it… really changed my financial situation with an investment capital of $500 and am making $6000 profits per week right now. If you need her help, contact her via: Email: amandrakelly110@gmail.com WhatsApp: +14694540374 I advice you shouldn't hesitate
Frank Inimfon
Oct 15, 2021
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I was looking for were to learn and also trade stocks and crypto and i found Brenda William,i recommend Brenda William to anyone looking for were to trade and learn,it's two months working with her no challenge at all, i have makes alot of profit all with her guide and good trading software thank you all, i recommend this wonderful lady to the whole world whatsapp:+1 (805) 491-5639. Email:brendawilliam784@gmail.com.
Chichi Lilian
Oct 03, 2021
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Sincerely thank God for directing me to such a legitimate expert trader for me, called victoria crypto For her perfect trading techniques, i invested with the little I was having, which was $500 and $7500 profit in 7 working day's I highly recommend her for any person who truly want to trade for a better life, she guided me through my registration and trade for me too' I never paid any withdrawal. And my profits was paid-out successfully. You can contact her via Email: victoriacrypto062@gmail.com WhatsApp:+13153028202
Oluwafunmilola Temitope Sarah
Sep 30, 2021
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Indeed you are a great and perfect manager for proving that binary and crypto investment is highly profitable. I made a deposit of $1500 and she traded on my account and behold I'm profit loaded, I'm so happy and I will always testify about her.. Thank you Mrs Brenda Contact 👇 email:brendawilliam784@gmail.com WhatsApp :+1 (805) 491-5639
Vashira Jerry Mbami
Sep 30, 2021
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I had the best experience working with George Stephanie! She started managing my account with my first deposit of $1000 and made over $12,000 in less than 2 weeks ! Thank you for making the process stress free! Highly recommend George Stephanie to anyone regarding their account managing needs! Contact her WhatsApp:+16269898464 or Email:Georgstephanie831@gmail.com
Law Son Hill'Z.
Sep 25, 2021
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Having a good investment is the best feeling ever. I lost so much money looking for a profitable investment until I met a Forex and Crypto trader who helped me manage my trading account. MR. ZAHEER EEDRIS is undoubtedly the best Forex and Crypto account manager I've ever seen, who is trusted and reliable. I started my investment with as little as… $500 and made a profit of $6,300 within 7 days. I reinvested $1,000 and earned another profit of $11,500 within 7 days. I'm so grateful to Mr. Zaheer for turning my financial story around, and the only way I can repay him is to recommend him and
Russell Steve
Sep 16, 2021
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Do you still doubt when you hear people say that Mrs Brenda William is the Best when it comes to Online trading and earning of good profits? then I tell you today doubt no more because with Mrs Brenda William, your trading is safe and secure. Brenda is the only account manager whom I know that can turn $800 into $9'800 in just 7 working days. I don't know how Brenda managed to do this but I'm grateful to have come in contact with you Brenda you are so sweet. you can also contact her via: Email: brendawilliam784@gmail.com. WhatsApp:+18054915639.
Ibrahim Faith Zest
Mar 01, 2021
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Forex and Crypto trading is about making money and having a good trader to trade for you. I can undoubtedly recommend MR. HAKEEM OMAR. He is an expert in Forex and Crypto (Bitcoin) trading, and also proven to be trustworthy and reliable. I earned over $6,000 from my $500 investment and since then I've been trading with Mr. Hakeem. He has the best… trading signals and strategies that can help you make good profit whenever you trade. This is the best investment you can engage in at the moment and there are no hidden charges. Contact Mr. Hakeem via Email: Omarhakeem02@gmail.com WhatsApp: +17133522221
Will Misslin
Oct 21, 2020
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I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and no ulterior motives.
I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus
I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus
Brian Dearborn
Dec 26, 2019
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Steven has been an absolutely amazing Financial Planner. I definitely recommend him to anyone looking for someone with tremendous financial planning experience. He has helped guide me in making more informed financial decisions. I most appreciate his attention to detail, his professionalism, his extensive experience on a wide array of topics, and his patience. There are so many positive things to say I could go on and on!
Lisa Ramirez
Feb 01, 2018
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Mmcdorma
Nov 19, 2017
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Scott Amiotte
Oct 10, 2017
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I appreciate the financial and investment I got from Mike and Steven at NGFP. They were friendly, patient, and really knowledgeable. I really felt they had my best long-term interests in mind. I like that that they took a life planning approach to their recommendations and based them around how I wanted to live my life. If you're in the phase of finding a financial partner who is right for you you will do yourself a great service in setting up a meeting with them.
