Next Gen Financial Planning
San Diego Financial Planner Steven Fox
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 financial life. Being fee-only means that we don't receive any kinds of commissions or kickbacks for the recommendations that we make, so you can have confidence that we're always acting in your best interest.Â
Additional Information
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HQ Location
4360 Oregon St. Unit 6 San Diego, CA 92104
Website
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Phone
(760) 683-4666
Service Lines
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Business Consulting
Payroll & HR
Tax Problems
Tax Preparation
Virtual CFO
Industry Focus
Architects and Designers
C Suite
Contractors
Doctors and Medical Professionals
Dentists
Doctors and Medical Professionals
Educators
Sports Entertainment
Fire & safety
Franchises
Interior Design
Transportation & Trucking
Uber and Lyft
Doctors and Medical Professionals
Oil & Gas
Transportation & Trucking
Law enforcement
Fitness Industry
Realtor & Real Estate Professionals
Restaurants
Sales Representatives
Software Developers
Investors
Veterinarians
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