# Next Gen Financial Planning

Next Gen Financial Planning is a RIA based in San Diego.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego
- **Assets under management:** Undisclosed
- **Website:** https://nextgenfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/next-gen-financial-planning

## Regulatory record

- **CRD number:** 337683
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337683

## About

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.

## People

- 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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Last updated: 2026-08-11T15:07:34.613Z

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