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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...
Overview
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
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