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Next Gen Financial PlanningFinancial advisor in San Diego, CA

Next Gen Financial Planning is a financial advisor at 1455 Frazee Rd Ste 543, San Diego, CA 92108, ranked #42 of 87 investment advisors in San Diego and rated 5.0 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (619) 363-5187Website ↗

Key facts

Key facts about Next Gen Financial Planning
Address1455 Frazee Rd Ste 543, San Diego, CA 92108Get directions
Phone(619) 363-5187
Websitenextgenfinancialplanning.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves San Diego and 11 towns within 25 miles: Coronado, National City, Lemon Grove, La Mesa, La Jolla, Spring Valley, Mira Mesa, Chula Vista, La Presa, Bonita and Casa de Oro-Mount Helix.

Based in San Diego, CAView on map

Opening hours

Opening hours for Next Gen Financial Planning
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Next Gen Financial Planning

How is Next Gen Financial Planning ranked in San Diego?

Next Gen Financial Planning is ranked #42 of 87 investment advisors in San Diego by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Next Gen Financial Planning’s hours?

Next Gen Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Next Gen Financial Planning serve?

Serves San Diego and 11 towns within 25 miles: Coronado, National City, Lemon Grove, La Mesa, La Jolla, Spring Valley, Mira Mesa, Chula Vista, La Presa, Bonita and Casa de Oro-Mount Helix. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Next Gen Financial Planning?

Next Gen Financial Planning has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Next Gen Financial Planning?

Call Next Gen Financial Planning on (619) 363-5187. The business is at 1455 Frazee Rd Ste 543, San Diego, CA 92108. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Next Gen Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Next Gen Financial Planning (this business)—605.0 (9)NoNo
Charles Schwab#40604.3 (15)NoNo17.0 mi
Prosperity Private Wealth#41604.8 (23)YesYes4.6 mi
Reyes Financial Architecture, Inc.#43604.8 (10)NoNo7.5 mi

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