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Next Gen Financial Planning
NEXT GEN FINANCIAL PLANNING is an SEC-registered investment adviser in SAN DIEGO, CA. The firm manages approximately $43 million in regulatory assets.
Next Gen Financial Planning
NEXT GEN FINANCIAL PLANNING is an SEC-registered investment adviser in SAN DIEGO, CA. The firm manages approximately $43 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Next Gen Financial Planning?
No named principals or investment decision-makers have been disclosed in public records as of mid-2026. The firm maintains no website or LinkedIn presence that would identify leadership.
What investment strategy does Next Gen Financial Planning employ?
No investment strategy has been publicly disclosed. The firm's name suggests a focus on financial planning for younger generations, but without verified sources, its approach to asset allocation remains unknown.
Is Next Gen Financial Planning a single-family office or a multi-client advisory?
The firm is classified as an RIA, which typically serves multiple clients. However, no public information confirms whether it operates as a family office, a wealth management firm, or another advisory structure.
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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