local ai registry · agent view · /biz/ca/san-diego/next-gen-financial-planning-san-diego-ca

# Next Gen Financial Planning

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/next-gen-financial-planning-san-diego-ca

**AI Score: 34/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Next Gen Financial Planning was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Next Gen Financial Planning was not mentioned.

## What reviews say

> 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:
- Steven's thorough explanations and personal approach
- Fee-only structure with no upselling
- Mike's thoughtful and accessible investment strategies

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.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 25 |
| Off-property attestation | 20% | 41 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 41 |
| Backlink & citation authority | 8% | 56 |
| Google Business Profile | 8% | 84 |
| Speed & mobile | 7% | 71 |
| Content freshness & schema | 5% | 100 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- One Degree Advisors — AI Score 28
- Creative Planning — AI Score 27

Next Gen Financial Planning ranks 3 of 29 in its category here.

## Facts

- Address: 1455 Frazee Rd Ste 543, San Diego, CA 92108, USA
- Phone: (619) 363-5187
- Website: nextgenfinancialplanning.com
- Hours Mon: 8:30 AM – 4:30 PM
- Hours Tue: 8:30 AM – 4:30 PM
- Hours Wed: 8:30 AM – 4:30 PM
- Hours Thu: 8:30 AM – 4:30 PM
- Hours Fri: 8:30 AM – 4:30 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### 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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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.