Next Gen Financial Planning
Identity
- Name
- Next Gen Financial Planning
- Formatted address
- 1455 Frazee Rd Suite 543, San Diego, CA 92108, USA
- Phone
- (619) 363-5187
- Website
- https://www.nextgenfinancialplanning.com/
- Primary category
- Consultant
- Hours
- Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=5435856270255951563&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 2 | fresh |
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| compensation_model | fee_only | 9 | fresh |
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| service_delivery_model | hybrid | 2 | fresh |
Self-Claims
Firm Stated Facts
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categorized_as: financial advisors
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
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categorized_as: financial planner
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
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categorized_as: financial planner
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/get-started/ self-published
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categorized_as: financial planner
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/team/ self-published
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categorized_as: FinancialService
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
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client_specializations: working professionals in their 20s-40s
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
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client_specializations: Young professionals, people in their 20s to 40s
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
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compensation_model: fee-only
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/team/ self-published
-
compensation_model: fee-only
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
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compensation_model: fee-only
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/pricing/ self-published
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compensation_model: Fee-Only
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
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compensation_model: fee-only
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
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fiduciary_status: Fiduciary
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
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fiduciary_status: fiduciary
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
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professional_certifications: CFP, EA, CSLP
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/contact/ self-published
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professional_certifications: CFP
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
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professional_certifications: CFP
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
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service_delivery_model: virtual
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
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service_delivery_model: virtual
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
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services_offered: budgeting, saving, investing, retirement planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
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services_offered: comprehensive financial planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
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services_offered: financial coaching
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/faq/ self-published
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services_offered: financial planning and investing services
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/investing/ self-published
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services_offered: financial planning and investment management services
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/team/ self-published
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services_offered: Financial planning, investment management, tax planning, student loan planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
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services_offered: financial planning, investment management
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/pricing/ self-published
-
services_offered: financial planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/contact/ self-published
-
services_offered: financial planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
-
services_offered: personal financial planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/faq/ self-published
-
services_offered: Retirement Planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
-
services_offered: retirement planning
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/faq/ self-published
-
services_offered: wealth management
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
Performance Claims
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investment_methodology: Evidence-based, passive indexing
Self-described; not endorsed.
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
Themed Claims
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client specializations: active young professional in their 20 s 40 s
Citation count: 2
- linkedin.com https://www.linkedin.com/company/next-gen-financial-planning independent
- reviews.birdeye.com https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 independent
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services offered: financial plan
Citation count: 4
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning independent
- facebook.com https://www.facebook.com/nextgenfp/ independent
- napfa.org https://www.napfa.org/firm/38916/21819 independent
- yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA aggregated
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services offered: retirement plan sav for college investment advice
Citation count: 2 aggregator-only
- nextdoor.com https://nextdoor.com/pages/next-gen-financial-planning/ aggregated
- yelp.com https://www.yelp.com/biz/next-gen-financial-planning-san-diego aggregated
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | NEXT GEN FINANCIAL PLANNING, License #283233, CA | https://adviserinfo.sec.gov/firm/summary/283233 | registry_verified |
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| regulatory_registration | NEXT GEN FINANCIAL PLANNING, License #337683, CA | https://adviserinfo.sec.gov/firm/summary/337683 | registry_verified |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://pillarwm.com/investment-firms/listing/next-gen-financial-planning/ | kept |
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| categorized_as | investment firms | https://pillarwm.com/investment-firms/listing/next-gen-financial-planning/ | kept |
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| services_offered | personalized planning | https://pillarwm.com/investment-firms/listing/next-gen-financial-planning/ | kept |
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| services_offered | financial planning | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning | kept |
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| categorized_as | Investment Service | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning | kept |
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| compensation_model | fee-only | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.poyst.com/business/next-gen-financial-planning | json_ld_parsed |
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| services_offered | personalized, comprehensive financial planning services | https://www.poyst.com/business/next-gen-financial-planning | kept |
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| has_rating | 5 | https://www.poyst.com/business/next-gen-financial-planning | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.poyst.com/business/next-gen-financial-planning | json_ld_parsed |
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| compensation_model | fee-only | https://www.poyst.com/business/next-gen-financial-planning | kept |
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| has_review_count | 5 | https://www.poyst.com/business/next-gen-financial-planning | json_ld_parsed |
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| categorized_as | LocalBusiness | https://www.poyst.com/business/next-gen-financial-planning | json_ld_parsed |
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| categorized_as | LocalBusiness | https://www.yocale.com/en/b/nextgenfinancialplanning | json_ld_parsed |
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| categorized_as | financial planning firm | https://www.yocale.com/en/b/nextgenfinancialplanning | kept |
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| services_offered | comprehensive financial planning, investment management | https://www.yocale.com/en/b/nextgenfinancialplanning | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yocale.com/en/b/nextgenfinancialplanning | json_ld_parsed |
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| compensation_model | fee-only | https://www.yocale.com/en/b/nextgenfinancialplanning | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yocale.com/en/b/nextgenfinancialplanning | json_ld_parsed |
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| client_specializations | young professionals, successful families | https://www.yocale.com/en/b/nextgenfinancialplanning | kept |
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| services_offered | financial planning | https://www.nextgenfinancialplanning.com/contact/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.nextgenfinancialplanning.com/contact/ | kept |
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| professional_certifications | CFP, EA, CSLP | https://www.nextgenfinancialplanning.com/contact/ | kept |
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| services_offered | personal financial planning | https://www.nextgenfinancialplanning.com/faq/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/faq/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/faq/ | json_ld_parsed |
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| services_offered | financial coaching | https://www.nextgenfinancialplanning.com/faq/ | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/faq/ | json_ld_parsed |
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| services_offered | retirement planning | https://www.nextgenfinancialplanning.com/faq/ | kept |
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| compensation_model | fee-only | https://www.nextgenfinancialplanning.com/pricing/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/pricing/ | json_ld_parsed |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/pricing/ | json_ld_parsed |
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| services_offered | financial planning, investment management | https://www.nextgenfinancialplanning.com/pricing/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/pricing/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.nextgenfinancialplanning.com/services/investing/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/services/investing/ | json_ld_parsed |
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| services_offered | financial planning and investing services | https://www.nextgenfinancialplanning.com/services/investing/ | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/services/investing/ | json_ld_parsed |
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| service_delivery_model | virtual consultation | https://www.yelp.com/search?cflt=financialadvising&find_loc=San+Diego,+CA | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?cflt=financialadvising&find_loc=San+Diego,+CA | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?cflt=financialadvising&find_loc=San+Diego,+CA+92111 | kept |
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| service_delivery_model | virtual consultation | https://www.yelp.com/search?cflt=financialadvising&find_loc=San+Diego,+CA+92111 | kept |
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| service_delivery_model | virtual consultation | https://www.yelp.com/search?cflt=financialservices&find_loc=San+Diego,+CA | kept |
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| services_offered | Investing, Financial Advising | https://www.yelp.com/search?cflt=financialservices&find_loc=San+Diego,+CA | kept |
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| services_offered | Investing, Financial Advising | https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=San+Diego,+CA | kept |
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| service_delivery_model | hybrid | https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=San+Diego,+CA | fixed |
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| categorized_as | financial planner | https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=San+Diego,+CA | kept |
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| featured_on | 4995e4ba-dca3-4405-83ce-f769457123da | https://www.yelp.com/search?find_desc=financial+planners&find_loc=San+Diego,+CA | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?find_desc=financial+planners&find_loc=San+Diego,+CA | kept |
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| compensation_model | fee-based | https://www.yelp.com/search?find_desc=financial+planners&find_loc=San+Diego,+CA | kept |
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| categorized_as | Investing | https://www.yelp.com/search?find_desc=financial+planners&find_loc=San+Diego,+CA | kept |
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| categorized_as | Investing | https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA | kept |
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| client_specializations | individuals and families | https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA | kept |
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| service_delivery_model | hybrid | https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA | kept |
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| services_offered | financial planning | https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA | kept |
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| services_offered | financial planning | https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=San+Diego,+CA | kept |
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| services_offered | tax planning | https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=San+Diego,+CA | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=San+Diego,+CA | kept |
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| categorized_as | Investing | https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=San+Diego,+CA | kept |
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| services_offered | financial planning | https://yelp.com/c/san-diego/financialservices | kept |
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| categorized_as | Financial Advising | https://yelp.com/c/san-diego/financialservices | kept |
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| categorized_as | Investing | https://yelp.com/c/san-diego/financialservices | kept |
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| client_specializations | individuals and families | https://yelp.com/c/san-diego/financialservices | kept |
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| service_delivery_model | hybrid | https://yelp.com/c/san-diego/financialservices | kept |
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| compensation_model | fee-based | https://yelp.com/search?amp=&find_desc=Financial+Planner&find_loc=Birmingham%2C+AL | kept |
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| categorized_as | Financial Planner | https://yelp.com/search?amp=&find_desc=Financial+Planner&find_loc=Birmingham%2C+AL | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | json_ld_parsed |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | json_ld_parsed |
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| regulatory_registration | registered or notice filed in California state(s) | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | json_ld_parsed |
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| categorized_as | LocalBusiness | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | json_ld_parsed |
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| categorized_as | FinancialService | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | json_ld_parsed |
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| services_offered | Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops | https://indyfin.com/financial-advisor-firm/california/san-diego/next-gen-283233/ | kept |
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| compensation_model | fee-only | https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 | kept |
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| professional_certifications | Certified Financial Planner | https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 | kept |
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| fiduciary_status | fiduciary | https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 | kept |
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| client_specializations | high-earning professionals in their 20s-40s | https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://nextdoor.com/pages/next-gen-financial-planning-san-diego-ca-2/ | json_ld_parsed |
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| categorized_as | Lawyer | https://nextdoor.com/pages/next-gen-financial-planning-san-diego-ca-2/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/next-gen-financial-planning-san-diego-ca-2/ | json_ld_parsed |
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| categorized_as | LocalBusiness | https://nextdoor.com/pages/next-gen-financial-planning-san-diego-ca-2/ | json_ld_parsed |
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| categorized_as | Financial advisor | https://nextdoor.com/pages/next-gen-financial-planning-san-diego-ca-2/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://nextdoor.com/pages/next-gen-financial-planning-san-diego-ca-2/ | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://nextdoor.com/pages/next-gen-financial-planning/ | json_ld_parsed |
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| categorized_as | LocalBusiness | https://nextdoor.com/pages/next-gen-financial-planning/ | json_ld_parsed |
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| categorized_as | financial planner | https://nextdoor.com/pages/next-gen-financial-planning/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/next-gen-financial-planning/ | json_ld_parsed |
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| services_offered | retirement planning, saving for college, investment advice | https://nextdoor.com/pages/next-gen-financial-planning/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://nextdoor.com/pages/next-gen-financial-planning/ | kept |
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| compensation_model | fee-only | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | json_ld_parsed |
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| has_rating | 5 | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | json_ld_parsed |
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| client_specializations | active young professionals in their 20's - 40's | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | kept |
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| services_offered | investments, taxes, insurance, student loans | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | kept |
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| has_review_count | 12 | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | json_ld_parsed |
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| fiduciary_status | yes | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | json_ld_parsed |
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| categorized_as | LocalBusiness | https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 | json_ld_parsed |
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| professional_certifications | CFP | https://www.definefinancial.com/blog/best-san-diego-financial-advisors/ | kept |
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| client_specializations | individuals over the age of 50 | https://www.definefinancial.com/blog/best-san-diego-financial-advisors/ | kept |
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| categorized_as | financial advisors | https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ | kept |
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| services_offered | financial planning | https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ | kept |
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| services_offered | wealth management | https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ | kept |
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| services_offered | Retirement Planning | https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ | json_ld_parsed |
|
|
| compensation_model | fee-only | https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ | kept |
|
|
| categorized_as | financial planner | https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ | kept |
|
|
| services_offered | budgeting, saving, investing, retirement planning | https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ | fixed |
|
|
| service_delivery_model | virtual | https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ | fixed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ | json_ld_parsed |
|
|
| professional_certifications | CFP | https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ | kept |
|
|
| services_offered | comprehensive financial planning, Financial Planning Services, Insurance, Student Loans, Tax Planning, Estate Planning, Business Financial Planning, Cash Flow & Debt Management, Individual Financial Planning, Investing | https://www.orangebook.com/biz/13726/next-gen-financial-planning | kept |
|
|
| services_offered | retirement planning, saving for college, investment advice | https://www.yelp.com/biz/next-gen-financial-planning-san-diego | kept |
|
|
| established_in | 3f6cfab5-935a-4c3f-96ef-4b55ac8d5b58 | https://www.yelp.com/biz/next-gen-financial-planning-san-diego | kept |
|
|
| categorized_as | financial planner | https://www.yelp.com/biz/next-gen-financial-planning-san-diego | kept |
|
|
| compensation_model | fee-only | https://www.facebook.com/nextgenfp/ | kept |
|
|
| services_offered | financial planning | https://www.facebook.com/nextgenfp/ | kept |
|
|
| categorized_as | Investing Service | https://www.facebook.com/nextgenfp/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.facebook.com/nextgenfp/ | kept |
|
|
| client_specializations | young professionals | https://www.facebook.com/nextgenfp/ | kept |
|
|
| client_specializations | active young professionals in their 20's - 40's | https://www.linkedin.com/company/next-gen-financial-planning | kept |
|
|
| services_offered | financial planning, investment management, advice on investments, taxes, insurance, student loans | https://www.linkedin.com/company/next-gen-financial-planning | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/next-gen-financial-planning | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/next-gen-financial-planning | json_ld_parsed |
|
|
| compensation_model | fee-only | https://www.linkedin.com/company/next-gen-financial-planning | kept |
|
|
| professional_certifications | CFP, CSLP | https://www.linkedin.com/company/next-gen-financial-planning | kept |
|
|
| services_offered | financial planning | https://www.napfa.org/firm/38916/21819 | kept |
|
|
| service_delivery_model | hybrid | https://www.napfa.org/firm/38916/21819 | kept |
|
|
| client_specializations | high-earning professionals in their 20's-40's | https://www.napfa.org/firm/38916/21819 | kept |
|
|
| compensation_model | fee-only | https://www.napfa.org/firm/38916/21819 | kept |
|
|
| service_delivery_model | virtual | https://www.nextgenfinancialplanning.com/ | kept |
|
|
| categorized_as | FinancialService | https://www.nextgenfinancialplanning.com/ | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/ | json_ld_parsed |
|
|
| client_specializations | working professionals in their 20s-40s | https://www.nextgenfinancialplanning.com/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/ | json_ld_parsed |
|
|
| fiduciary_status | fiduciary | https://www.nextgenfinancialplanning.com/ | kept |
|
|
| services_offered | comprehensive financial planning | https://www.nextgenfinancialplanning.com/ | kept |
|
|
| compensation_model | fee-only | https://www.nextgenfinancialplanning.com/ | kept |
|
|
| professional_certifications | CFP | https://www.nextgenfinancialplanning.com/ | kept |
|
|
| categorized_as | financial planner | https://www.nextgenfinancialplanning.com/get-started/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/get-started/ | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/get-started/ | json_ld_parsed |
|
|
| investment_methodology | Evidence-based, passive indexing | https://www.nextgenfinancialplanning.com/services/ | kept |
|
|
| services_offered | Financial planning, investment management, tax planning, student loan planning | https://www.nextgenfinancialplanning.com/services/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.nextgenfinancialplanning.com/services/ | kept |
|
|
| fiduciary_status | Fiduciary | https://www.nextgenfinancialplanning.com/services/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/services/ | json_ld_parsed |
|
|
| client_specializations | Young professionals, people in their 20s to 40s | https://www.nextgenfinancialplanning.com/services/ | kept |
|
|
| compensation_model | Fee-Only | https://www.nextgenfinancialplanning.com/services/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/services/ | json_ld_parsed |
|
|
| services_offered | financial planning and investment management services | https://www.nextgenfinancialplanning.com/team/ | kept |
|
|
| compensation_model | fee-only | https://www.nextgenfinancialplanning.com/team/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.nextgenfinancialplanning.com/team/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/team/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.nextgenfinancialplanning.com/team/ | kept |
|
|
| categorized_as | financial planner | https://www.nextgenfinancialplanning.com/team/ | kept |
|
Credentials
-
cfp_certification: CFP, EA, CSLP
claimed_unverified
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/contact/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
Self-asserted.
-
investment_adviser_registration: NEXT GEN FINANCIAL PLANNING, License #283233, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283233 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283233 independent
-
investment_adviser_registration: NEXT GEN FINANCIAL PLANNING, License #337683, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/337683 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/337683 independent
What We Do Not Know
No known evidence gaps are currently recorded.
Methodology
- Source count
- 12
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283233 independent
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/337683 independent
- nextdoor.com https://nextdoor.com/pages/next-gen-financial-planning/ aggregated
- reviews.birdeye.com https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning independent
- facebook.com https://www.facebook.com/nextgenfp/ independent
- linkedin.com https://www.linkedin.com/company/next-gen-financial-planning independent
- mapquest.com https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 independent
- napfa.org https://www.napfa.org/firm/38916/21819 independent
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/contact/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/faq/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/get-started/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/pricing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/investing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/team/ self-published
- poyst.com https://www.poyst.com/business/next-gen-financial-planning independent
- yelp.com https://www.yelp.com/biz/next-gen-financial-planning-san-diego aggregated
- yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=San+Diego,+CA aggregated
- yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA aggregated
- yocale.com https://www.yocale.com/en/b/nextgenfinancialplanning independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283233 independent
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/337683 independent
- nextdoor.com https://nextdoor.com/pages/next-gen-financial-planning/ aggregated
- reviews.birdeye.com https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning independent
- facebook.com https://www.facebook.com/nextgenfp/ independent
- linkedin.com https://www.linkedin.com/company/next-gen-financial-planning independent
- mapquest.com https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 independent
- napfa.org https://www.napfa.org/firm/38916/21819 independent
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/contact/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/faq/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/get-started/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/pricing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/investing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/team/ self-published
- poyst.com https://www.poyst.com/business/next-gen-financial-planning independent
- yelp.com https://www.yelp.com/biz/next-gen-financial-planning-san-diego aggregated
- yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=San+Diego,+CA aggregated
- yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA aggregated
- yocale.com https://www.yocale.com/en/b/nextgenfinancialplanning independent
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283233 independent
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/337683 independent
- nextdoor.com https://nextdoor.com/pages/next-gen-financial-planning/ aggregated
- reviews.birdeye.com https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning independent
- facebook.com https://www.facebook.com/nextgenfp/ independent
- linkedin.com https://www.linkedin.com/company/next-gen-financial-planning independent
- mapquest.com https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 independent
- napfa.org https://www.napfa.org/firm/38916/21819 independent
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/contact/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/faq/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/get-started/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/pricing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/investing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/team/ self-published
- poyst.com https://www.poyst.com/business/next-gen-financial-planning independent
- yelp.com https://www.yelp.com/biz/next-gen-financial-planning-san-diego aggregated
- yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=San+Diego,+CA aggregated
- yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA aggregated
- yocale.com https://www.yocale.com/en/b/nextgenfinancialplanning independent
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283233 independent
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/337683 independent
- nextdoor.com https://nextdoor.com/pages/next-gen-financial-planning/ aggregated
- reviews.birdeye.com https://reviews.birdeye.com/next-gen-financial-planning-157316370656977 independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/1333433996-next-gen-financial-planning independent
- facebook.com https://www.facebook.com/nextgenfp/ independent
- linkedin.com https://www.linkedin.com/company/next-gen-financial-planning independent
- mapquest.com https://www.mapquest.com/us/california/next-gen-financial-planning-450361872 independent
- napfa.org https://www.napfa.org/firm/38916/21819 independent
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/contact/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/faq/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/get-started/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/nextgen-financial-planning-a-new-era-of-wealth-management-in-san-diego/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/pricing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/services/investing/ self-published
- nextgenfinancialplanning.com https://www.nextgenfinancialplanning.com/team/ self-published
- poyst.com https://www.poyst.com/business/next-gen-financial-planning independent
- yelp.com https://www.yelp.com/biz/next-gen-financial-planning-san-diego aggregated
- yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=San+Diego,+CA aggregated
- yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=San+Diego,+CA aggregated
- yocale.com https://www.yocale.com/en/b/nextgenfinancialplanning independent