Rafael Melendez, CSLP
Rafael Melendez
Designation: CFP®, CSLP®
Languages: English, Spanish
Next Gen Financial Planning is a fee-only financial planning firm dedicated to serving young professionals and their families. Our focus is ensuring that you feel financially confident about the many changes that life may come with over the next 10, 20, even 30 years.

Business Information

I partner with you to help navigate the complexities of your ever-changing life. I help you utilize money as a tool to succeed. What does success mean to you?

Do you need a strategy to repay your student loans?

Do you want to start a business?

Need help understanding what your retirement investment options are?

Are you planning on getting married and starting a family?

Do you want to buy a home?

These are just a few of the many life decisions you will make with financial considerations. Your 20’s, 30’s, & 40’s are exciting and dynamic years in your life. I can help you feel confident about it all. If you want to take the first step in taking charge of your life, schedule a free meeting online or in person so we can get started!”

Business name: Next Gen Financial Planning
Email: rafael@nextgenfinancialplanning.com
Business phone: 619-273-3561
Focus areas: Student loans, Comprehensive financial planning, Retirement planning, Insurance, Personal Taxes, Estate planning, Budget & debt management, Investment management
License: FINRA: 6941953
Other license: CFP 309107




2020 Camino del Rio N, Unit 215
City: San Diego
State: CA
Zipcode: 92108

Not happy with the result?

The CSLP Program Renewal