Financial Advisors · profile RIA · registry-verified

Next Gen Financial Planning

Registered investment adviser · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
1455 Frazee Rd Suite 543, San Diego, CA 92108, USA · View on Google Maps Google Places
Phone
(619) 363-5187 Google Places
Website
www.nextgenfinancialplanning.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (9)
  • poyst.com5 (5)
  • reviews.birdeye.com5 (12)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 mapquest.comAggregated nextgenfinancialplanning.comSelf-published reviews.birdeye.comAggregated
How they're paid Self-claimed 1 chamberofcommerce.comAggregated facebook.comSelf-published social linkedin.comSelf-published social mapquest.comAggregated napfa.orgIndependent editorial nextgenfinancialplanning.comSelf-published poyst.comAggregated reviews.birdeye.comAggregated yelp.comAggregated yocale.comAggregated
Service delivery model Self-claimed 1 napfa.orgIndependent editorial nextgenfinancialplanning.comSelf-published yelp.comAggregated

3 facts·11 sources·0 contested·3 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, canextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedpillarwm.comAggregatedindyfin.comAggregatedmapquest.comAggregatednextdoor.comAggregatednextdoor.comAggregatedfacebook.comSelf-published social
Established in
2016yelp.comAggregated
Registration
NEXT GEN FINANCIAL PLANNING, License #283233, CA · NEXT GEN FINANCIAL PLANNING, License #337683, CA · registered or notice filed in California state(s)adviserinfo.sec.govIndependent editorialadviserinfo.sec.govIndependent editorialindyfin.comAggregated
Professional certifications
CFP, EA, CSLP · CFP · Certified Financial Planner · CFP, CSLPnextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publisheddefinefinancial.comIndependent editorialmapquest.comAggregatedlinkedin.comSelf-published social
Services
Financial planning, investment management, tax planning, student loan planning · personal financial planning · financial coaching · retirement planningnextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-published
Who they work with
Young professionals, people in their 20s to 40s · working professionals in their 20s-40s · individuals over the age of 50 · young professionals, successful familiesnextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publisheddefinefinancial.comIndependent editorialyocale.comAggregated
How they invest
Evidence-based, passive indexingnextgenfinancialplanning.comSelf-published
How they're paid
Fee-Only · fee-basednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedchamberofcommerce.comAggregatedpoyst.comAggregatedyocale.comAggregatedmapquest.comAggregatedreviews.birdeye.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published socialnapfa.orgIndependent editorialyelp.comAggregatedyelp.comAggregated
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

We believe in an evidence-based approach to investing
nextgenfinancialplanning.com Self-published ·
1455 Frazee Rd Suite 543, San Diego, CA 92108
pillarwm.com Aggregated ·
The CERTIFIED FINANCIAL PLANNER™ Professionals at Define Financial proudly support the San Diego Financial Literacy Center and their pro bono events.
definefinancial.com Independent editorial ·
I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial
chamberofcommerce.com Aggregated ·
Next Gen Financial Planning is a fee-only financial advisory firm based in San Diego, dedicated to providing personalized, comprehensive financial planning services.
poyst.com Aggregated ·
Next Gen Financial Planning is a leading financial planning firm in San Diego
yocale.com Aggregated ·
You can request virtual consultation from this business
yelp.com Aggregated · yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated
Next GEN Financial Planning is a firm with its principal office and place of business in San Diego, CA.
indyfin.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 156 mentions across the web and boiled them down to 64 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 64 confirmed facts · 156 mentions read
Fact Value Source Source date How we checked
Category Financial Advising · 6 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category Financial advisor nextdoor.comAggregated Verified
Category financial advisors nextgenfinancialplanning.comSelf-published Verified
Category financial planner · 7 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedyelp.comAggregatedyelp.comAggregatednextdoor.comAggregatedyelp.comAggregated Verified
Category financial planning firm yocale.comAggregated Verified
Category Financial service · 2 sources nextgenfinancialplanning.comSelf-publishedindyfin.comAggregated From page metadata
Category Investing · 4 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category Investing Service facebook.comSelf-published social Verified
Category investment firms pillarwm.comAggregated Verified
Category Investment Service chamberofcommerce.comAggregated Verified
Category Lawyer nextdoor.comAggregated Verified
Established in 2016 yelp.comAggregated Verified
Featured on yelp.com yelp.comAggregated Verified
Fiduciary status Fiduciary · 3 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedmapquest.comAggregated Verified
Fiduciary status yes reviews.birdeye.comAggregated Verified
Has review count 12 reviews.birdeye.comAggregated From page metadata
Has review count 5 poyst.comAggregated From page metadata
How they invest Evidence-based, passive indexing nextgenfinancialplanning.comSelf-published Verified
How they're paid fee-based · 2 sources yelp.comAggregatedyelp.comAggregated Verified
How they're paid Fee-Only · 13 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedchamberofcommerce.comAggregatedpoyst.comAggregatedyocale.comAggregatedmapquest.comAggregatedreviews.birdeye.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published socialnapfa.orgIndependent editorial Verified
Main location ca · 16 sources · 20 mentions nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedchamberofcommerce.comAggregatedpoyst.comAggregatedyocale.comAggregatedindyfin.comAggregatednextdoor.comAggregatednextdoor.comAggregatedreviews.birdeye.comAggregatedlinkedin.comSelf-published social From page metadata
Main location san diego, ca · 9 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedpillarwm.comAggregatedindyfin.comAggregatedmapquest.comAggregatednextdoor.comAggregatednextdoor.comAggregatedfacebook.comSelf-published social Verified
Main location us · 15 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedpoyst.comAggregatedyocale.comAggregatedindyfin.comAggregatednextdoor.comAggregatednextdoor.comAggregatedreviews.birdeye.comAggregatedlinkedin.comSelf-published social From page metadata
Professional certifications Certified Financial Planner mapquest.comAggregated Verified
Professional certifications CFP · 3 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publisheddefinefinancial.comIndependent editorial Verified
Professional certifications CFP, CSLP linkedin.comSelf-published social Verified
Professional certifications CFP, EA, CSLP nextgenfinancialplanning.comSelf-published Verified
Rating 5 · 2 sources poyst.comAggregatedreviews.birdeye.comAggregated From page metadata
Registration NEXT GEN FINANCIAL PLANNING, License #283233, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Registration NEXT GEN FINANCIAL PLANNING, License #337683, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Registration registered or notice filed in California state(s) indyfin.comAggregated Verified
Service delivery model hybrid · 4 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatednapfa.orgIndependent editorial Corrected
Service delivery model virtual · 2 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-published Corrected
Service delivery model virtual consultation · 3 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Services budgeting, saving, investing, retirement planning nextgenfinancialplanning.comSelf-published Corrected
Services comprehensive financial planning nextgenfinancialplanning.comSelf-published Verified
Services comprehensive financial planning, Financial Planning Services, Insurance, Student Loans, Tax Planning, Estate Planning, Business Financial Planning, Cash Flow & Debt Management, Individual Financial Planning, Investing orangebook.comAggregated Verified
Services comprehensive financial planning, investment management yocale.comAggregated Verified
Services financial coaching nextgenfinancialplanning.comSelf-published Verified
Services financial planning · 8 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-publishedchamberofcommerce.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedfacebook.comSelf-published socialnapfa.orgIndependent editorial Verified
Services financial planning and investing services nextgenfinancialplanning.comSelf-published Verified
Services financial planning and investment management services nextgenfinancialplanning.comSelf-published Verified
Services Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops indyfin.comAggregated Verified
Services financial planning, investment management nextgenfinancialplanning.comSelf-published Verified
Services financial planning, investment management, advice on investments, taxes, insurance, student loans linkedin.comSelf-published social Verified
Services Financial planning, investment management, tax planning, student loan planning nextgenfinancialplanning.comSelf-published Verified
Services Investing, Financial Advising · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Services investments, taxes, insurance, student loans reviews.birdeye.comAggregated Verified
Services personal financial planning nextgenfinancialplanning.comSelf-published Verified
Services personalized planning pillarwm.comAggregated Verified
Services personalized, comprehensive financial planning services poyst.comAggregated Verified
Services retirement planning · 2 sources nextgenfinancialplanning.comSelf-publishednextgenfinancialplanning.comSelf-published Verified
Services retirement planning, saving for college, investment advice · 2 sources nextdoor.comAggregatedyelp.comAggregated Verified
Services tax planning yelp.comAggregated Verified
Services wealth management nextgenfinancialplanning.comSelf-published Verified
Who they work with active young professionals in their 20's - 40's · 2 sources reviews.birdeye.comAggregatedlinkedin.comSelf-published social Verified
Who they work with high-earning professionals in their 20's-40's napfa.orgIndependent editorial Verified
Who they work with high-earning professionals in their 20s-40s mapquest.comAggregated Verified
Who they work with individuals and families · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Who they work with individuals over the age of 50 definefinancial.comIndependent editorial Verified
Who they work with working professionals in their 20s-40s nextgenfinancialplanning.comSelf-published Verified
Who they work with young professionals facebook.comSelf-published social Verified
Who they work with Young professionals, people in their 20s to 40s nextgenfinancialplanning.comSelf-published Verified
Who they work with young professionals, successful families yocale.comAggregated Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

2 · checked against a registry

Self-asserted

2 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
12
Data refreshed
Compiled
Mentions → facts
156 → 64
Aggregated Self-published Independent editorial Self-published social

Sources consulted

Profile · next-gen-financial-planning-f3100b2aee0248a59e28d2037f5353ac Category · Financial Advisors Published by Authoria