Next Gen Financial Planning - San Diego, California

James Matthew Escano

Wife and I worked with Steven and Josue for the past 5 years.

They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions.

Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.

Nicky Riordan

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can’t recommend Next Gen strongly enough.

Hallie Putterman

If you want someone to guide you through a long term financial plan and actually help you understand HOW to do it, Steven is your guide. He explains things thoroughly without ever being condescending. And he asks thought provoking questions about your future to really help find the best plan for you. I’ve worked with a lot of financial planners over the years but never had one who felt so genuinely interested. He comes to every meeting with notes from the previous, and we review to make sure all tasks were addressed. Highly recommend.

Will Misslin

I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and no ulterior motives.

I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus on the most important things.

Brian Dearborn

Steven has been an absolutely amazing Financial Planner. I definitely recommend him to anyone looking for someone with tremendous financial planning experience. He has helped guide me in making more informed financial decisions. I most appreciate his attention to detail, his professionalism, his extensive experience on a wide array of topics, and his patience. There are so many positive things to say I could go on and on!

Molly Wagman

Excellent service and advice. Rafael is the best, has helped me make a plan and achieve my financial goals.

Scott Amiotte

I appreciate the financial and investment I got from Mike and Steven at NGFP. They were friendly, patient, and really knowledgeable. I really felt they had my best long-term interests in mind. I like that that they took a life planning approach to their recommendations and based them around how I wanted to live my life. If you're in the phase of finding a financial partner who is right for you you will do yourself a great service in setting up a meeting with them.

Tad Thompson

I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.