Next Gen Financial Planning

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<title>Next Gen Financial Planning | San Diego, CA · reviews &amp; AI Score · Local AI Registry</title>
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# Local AI Registry

> The public record of what AI assistants say about local businesses. Every entry checked, scored, and kept current.

Local AI Registry is the editorial, never-sponsored record of what local
businesses are known for, and whether AI assistants actually recommend them.
We score every local business the same way and rank them: website, reviews,
AI visibility, and more. Eight signals, one number from 0 to 100. The heaviest
is whether AI can retrieve you at all.

## Read these first

- [Local AI Registry](https://localairegistry.com): AI assistants now decide which local business to recommend.
- [Methodology](https://localairegistry.com/methodology): Eight signals, one number from 0 to 100.
- [Leaderboards](https://localairegistry.com/leaderboards): Browse AI Score leaderboards by state, city, and category.
- [About](https://localairegistry.com/about): The honest record of who AI recommends.
- [Pricing](https://localairegistry.com/pricing): Four levels of presence, from a free registry entry to being the answer AI gives first in your market.
- [Journal](https://localairegistry.com/journal): How AI assistants decide which local businesses to recommend, and what owners can do about it.

## Business pages

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- Every business page has a markdown copy at its own address with `.md` on the end. The copy holds the same facts, marks and sources as the page, in the page's order: the photos with their captions, the team and their licenses, the reviews summary, and the questions locals asked with the replies. The page names it in its head and its HTTP `Link` header.

# Next Gen Financial Planning, San Diego: a financial planner in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/next-gen-financial-planning-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 10 sources. Updated 2026-10-23. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/next-gen-financial-planning-san-diego-ca

## Photos

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## In short

Next Gen Financial Planning is a financial planner in San Diego, CA. Its AI Score is 42 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini, Perplexity and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 1455 Frazee Rd Ste 543, San Diego, CA 92108, USA |
| Hours | Mon to Fri 8:30 AM to 4:30 PM · Closed Sat to Sun |
| Phone | (619) 363-5187 |
| Owner | Nothing found |
| Rating | 5.0 across 9 reviews on Google |
| Known for | Nothing found |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | October 23, 2026, 12:03 AM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 1455 Frazee Rd Ste 543, San Diego, CA 92108, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | 1455 Frazee Rd Ste 543, San Diego, CA 92108 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 8:30 AM to 4:30 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Name | Next Gen Financial Planning | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (619) 363-5187 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 8:30 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 8:30 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 8:30 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 8:30 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 8:30 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | Client links | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Estate planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Fee only financial planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Get started | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Investing | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Student loans | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Tax planning | Confirmed | Business website, checked Sep 19, 2026 |
| Links | Website | https://www.nextgenfinancialplanning.com/ | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Links | Instagram | https://www.instagram.com/nextgenfp | Confirmed | Business website, checked Oct 23, 2026 |
| Links | Facebook | https://www.facebook.com/nextgenfp | Confirmed | Business website, checked Oct 23, 2026 |


## Services and prices

These are the 8 services Next Gen Financial Planning offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Fee only financial planning |  |  |  | Confirmed |
| Financial planning |  |  |  | Confirmed |
| Tax planning |  |  |  | Confirmed |
| Investing |  |  |  | Confirmed |
| Student loans |  |  |  | Confirmed |
| Get started |  |  |  | Confirmed |
| Estate planning |  |  |  | Confirmed |
| Client links |  |  |  | Confirmed |


### Known for

Reviews not read yet, back on Scan Day.


## The team

Nothing found


## Visiting Next Gen Financial Planning

Address: 1455 Frazee Rd Ste 543, San Diego, CA 92108, USA. Phone: (619) 363-5187. Hours: Mon to Fri 8:30 AM to 4:30 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:49 PM.)


### Location info from Google Business Profile

Business description, written by Next Gen Financial Planning on its Google Business Profile: "1455 Frazee Rd Ste 543, San Diego, CA 92108"


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| The King's Craft Coffee Co. | Coffee shop | 1 min walk |
| Einstein Bros. Bagels | Bagel shop | 1 min walk |
| Frazee Rd & Friars Rd | Bus stop | 1 min walk |
| Frazee Rd & Friars Rd | Transit station | 1 min walk |
| Frazee Rd & Friars Rd | Bus stop | 2 min walk |
| Future Grounds Coffee | Cafe | 2 min walk |


## Reputation

5.0 average across 9 reviews: Google 9. (Confirmed, read August 18, 2026.)

Next Gen Financial Planning stands out for its fee-only model and the personalized, relationship-driven approach of planners like Steven and Mike. (AI guess, from 9 reviews.)


### What people like

- Fee-only structure with no upselling


### What people do not like

Nothing found


### Press

No press story about Next Gen Financial Planning found yet.


### Awards

None named yet.


### Directories

Directory listings not read yet.


## Recent updates from Next Gen Financial Planning

Next Gen Financial Planning hasn't posted an update here yet.


## Questions people ask


### services here, what do people go in for?

No answer yet


### anywhere cheaper than Next Gen Financial Planning in San Diego that is still good?

No answer yet


### best financial planner in San Diego

No answer yet


### Are the hours on Google right for Next Gen Financial Planning in San Diego?

No answer yet


### people keep recommending Next Gen Financial Planning, what for?

No answer yet


### Saturdays at Next Gen Financial Planning, are they open?

No answer yet


### picking between the two, is Define the safer bet?

No answer yet


### Somewhere to park near Next Gen Financial Planning?

No answer yet


### worth it or not, what do the regulars say

No answer yet


### walk in here, or is it appointment only?

No answer yet


### anything new from Next Gen Financial Planning lately?

No answer yet


### Next Gen Financial Planning, any chance to get in this week?

No answer yet


### What financial planner questions is San Diego asking AI most?

No answer yet


### points or member pricing at Next Gen Financial Planning, worth signing up?

No answer yet


### walking in for a first visit, what happens

No answer yet


### how much is a first visit around here

No answer yet


### killing time on Frazee, any ideas

No answer yet


## What AI gets wrong about Next Gen Financial Planning

We ask Gemini, Perplexity and ChatGPT about Next Gen Financial Planning. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Oct 23, 2026. Perplexity via DataForSEO on Oct 23, 2026.

No capture has disagreed with the record yet.


## The AI Score: 42 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. Next Gen Financial Planning scores 42, above the San Diego average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Next Gen Financial Planning |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 25 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 41 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 35 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 7 of 20 answers that recommended anyone. 15 more named nobody, which is not a loss and is not scored. |
| Reviews & response | 12 | 41 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor |
| Backlink & citation authority | 8 | 56 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 84 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 71 | Core Web Vitals at the 75th percentile, on a real phone. | Good |
| Content freshness & schema | 5 | 100 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial planner

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose a financial planner in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with California.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Next Gen Financial Planning if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Next Gen Financial Planning |
| --- | --- | --- | --- | --- |
| Next Gen Financial Planning | LocalBusiness | #business | https://www.nextgenfinancialplanning.com/ | Subject of this page |
| San Diego, California | City | #city | Nothing found | City Next Gen Financial Planning is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it.


### Lists

- Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
- Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego


### Nearby

- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /fresno: https://localairegistry.com/leaderboards/ca/fresno
- /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Next Gen Financial Planning. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJb9VLaONU2YARy46vNnoKcEs (accessed Aug 18, 2026)
- [2] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/client-links/ (accessed Sep 19, 2026)
- [3] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/services/estate-planning/ (accessed Sep 19, 2026)
- [4] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/fee-only-financial-planning/ (accessed Sep 19, 2026)
- [5] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/san-diego-financial-planning/ (accessed Sep 19, 2026)
- [6] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/get-started/ (accessed Sep 19, 2026)
- [7] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/services/investing/ (accessed Sep 19, 2026)
- [8] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/services/student-loans/ (accessed Sep 19, 2026)
- [9] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/services/tax-planning/ (accessed Sep 19, 2026)
- [10] nextgenfinancialplanning.com, https://www.nextgenfinancialplanning.com/ (accessed Oct 23, 2026)