Next Gen Financial Planning
Next Gen Financial Planning is a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. We provide advice on investments, taxes, insurance, student loans, and other parts of your personal finances. We're not your father's financial planner, and are quite proud to serve a group that traditional financial advisors fail to address!
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Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
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no listings
Distinct roles
1
indexed titles
Tech stack
1
tools in use
Monthly traffic
218
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- JL
Josue Luque
Financial Planner · Finance & Accounting
EmailPhone - RM
Rafael Melendez
Financial Planner · Finance & Accounting
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Top roles at Next Gen Financial Planning
1 distinct titles indexed · top 1 shown.
- 2financial planner
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