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      Financial Planners in San Diego, CA

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      Helpful Reviews 
      Next Gen Financial Planning
      Kista S. rated

      I initially went to Steven for help with investing and tax planning, but we ended up going into a lot more. I really appreciate that he is fee-only as well, so I know that he's always working in my best interest.

      Jessica Simmons - Ameriprise Financial Services, Inc.
      Billy M. rated

      Leah cut my services with Ameriprise 2 years ago after a 10year relationship. Best thing that could happen, I figured out how badly she was managing my money. Talked me into policies that was very hard to get out of. I'm NOW on the right track being completely away from Ameriprise. Be careful with her and this company. My advise is to go somewhere else, my accountant suggested this many years ago and i stayed because of the effort it takes to get out from under them. It's not easy, but trust me, very well worth it. I have doubled my portfolio from what she had me in, all withing 18 months. She cost me over 100,000 and this is now joke. Thank you Leah for kicking me to the curb without notice. Best thing for me and my family. You ripped us off for many years