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Next Gen Financial Planning
Next Gen Financial Planning is a fee-only financial planning and investing firm that puts clients' best interests first as fiduciaries. They specialize in...
Next Gen Financial Planning
Next Gen Financial Planning is a fee-only financial planning and investing firm that puts clients' best interests first as fiduciaries. They specialize in helping high-earning professionals in their 20s-40s make better financial decisions and use money as a tool to balance present needs with future goals. The firm is paid only by clients, receives no commissions or referral fees, and serves clients nationwide through virtual meetings. Every financial planner on the team is a CFP® professional or working toward that credential.
General information
Firm type
RIA
Location
City
San Diego
Principals
Steven Fox CFP®
EA — Founder / External Advisor
Rafael Melendez CFP®
CSLP — Managing Partner / Financial Planner
Josue Luque CFP® — Managing Partner / Financial Planner
Ray Pryor
EA — Tax Manager
Steven Fox
CFP®, EA — President/Financial Planner
Ray Pryor — Director of Operations
Frequently asked questions
What is Next Gen Financial Planning?
Next Gen Financial Planning is a ria headquartered in San Diego.
Where is Next Gen Financial Planning headquartered?
Next Gen Financial Planning is headquartered in San Diego.
What does Altss track for Next Gen Financial Planning?
Altss maintains an OSINT-verified profile of Next Gen Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Next Gen Financial Planning's website?
Next Gen Financial Planning's public website is nextgenfinancialplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Next Gen Financial Planning?
Next Gen Financial Planning is classified by Altss as a RIA.
How does Altss source intelligence on Next Gen Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Next Gen Financial Planning's Altss profile last updated?
Next Gen Financial Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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