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!
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1455 Frazee Rd, Suite 543,philippines
- Phone
- 619-363-5187
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- nextgenfinancialplanning.com
- Keywords
- Financial planning, Investment management, Financial advisory services, Financial planning for millennials.
- HQ
- San Diego, California
Next Gen Financial Planning Questions
Next Gen Financial Planning's helpline number is 619-363-5187
Next Gen Financial Planning's website is nextgenfinancialplanning.com
Next Gen Financial Planning's LinkedIn profile is https://ph.linkedin.com/company/next-gen-financial-planning
Next Gen Financial Planning has
2 employees.
View email and phone details for 2
employees at Next Gen Financial Planning.
Next Gen Financial Planning's industry is
Financial Services
Next Gen Financial Planning's top competitors are
Financial Haus,
Canter Wealth,
Adviceonly,
Plannex ® (Formerly Nextgen Planners),
Financial Planner Life,
Pryority Finance,
Flightpath Financial Planning,
Nextgen Venture Partners,
Next Gen Tax Prep,
Next Gen Personal Finance.
Next Gen Financial Planning's categories are Financial Services
Next Gen Financial Planning's founding year is 2016
