Financial Planner
Next Gen Financial Planning
The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.
Free, no card. You get your fix list: every problem we found on this entry, the written steps to fix each one yourself, and how long each takes.
65 or better is good. 45 to 64 is fair. Under 45 is poor.
Verified August 19, 2026
What AI says about Next.1
We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.
ChatGPT
Not named
Asked “best financial planner in San Diego”
ChatGPT answered with other businesses. Next Gen Financial Planning was not mentioned.
Checked August 19, 2026
Perplexity
No answer
We have no answer from Perplexity to show.
Gemini
Not named
Asked “best financial planner in San Diego”
Gemini answered with other businesses. Next Gen Financial Planning was not mentioned.
Checked August 19, 2026
Named by 0 of 2 assistants as of August 19, 2026. We have no answer on record from 1 more.
What people keep saying.2
Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.
Customers describe a supportive and personalized experience at Next Gen Financial Planning, where planners like Steven and Mike take the time to understand individual goals and provide clear, actionable advice. The atmosphere is collaborative, with a focus on long-term relationships and tailored financial strategies.
Consistently praised
Recurring complaints
None found — we read the lowest-rated reviews too, and no complaint repeats.
The bottom line: Next Gen Financial Planning stands out for its fee-only model and the personalized, relationship-driven approach of planners like Steven and Mike.
The score, explained
Why 34.3
Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.
Higher than 90% of financial planners in San Diego.
Scanned August 19, 2026
What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.
Read the full methodologyStanding
Where the entry ranks.
The facts
Today (Mon) · 8:30 AM – 4:30 PM
- 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
Spot something wrong in this entry?
Questions
About Next Gen Financial Planning.
What are the business hours for Next Gen Financial Planning?
Next Gen Financial Planning is open Monday through Friday from 8:30 AM to 4:30 PM. They are closed on Saturdays and Sundays.
Does Next Gen Financial Planning require reservations?
No, Next Gen Financial Planning does not require reservations for consultations.
What is Next Gen Financial Planning known for?
Next Gen Financial Planning is known for providing personalized financial planning services and a fee-only approach, ensuring clients receive unbiased advice tailored to their individual goals.
Is parking available at Next Gen Financial Planning?
Yes, there is parking available at the location of Next Gen Financial Planning at 1455 Frazee Rd Ste 543, San Diego, CA.
What special features does Next Gen Financial Planning offer?
Next Gen Financial Planning offers a client-focused approach, emphasizing clear communication and long-term relationships to help clients achieve their financial goals.
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What AI says about you today
The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.
Your fix list
Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.
Correct the details AI reads
Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.
Fifteen minutes with a person
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