Rafael Melendez
NEXT GEN FINANCIAL PLANNING
San Diego, CA 92108
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CRD#: 6941953
Professional summary
Rafael Melendez, CFP® is a registered financial advisor currently at NEXT GEN FINANCIAL PLANNING located in San Diego, California.
Rafael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Rafael has worked at 1 firm .
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Life Transitions
Debt Management
Investment Planning
Insurance Planning
Small Business Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
Hourly
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Rafael Melendez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
June 10, 2020 - Present
NEXT GEN FINANCIAL PLANNING
Office #1: 2020 Camino Del Rio N, Suite 215, San Diego, CA 92108Office #2: 1455 Frazee Rd Suite 543, San Diego, CA 92108RIA
CRD#: 283233
San Diego, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/10/2020)
Exams
Current Firm
NEXT GEN FINANCIAL PLANNING
NEXT GEN FINANCIAL PLANNING | NEXT GEN FINANCIAL PLANNING, LLC
CRD#: 283233 / SEC#:
California
Registered Investment Advisory firm - (6/23/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1455 Frazee Rd Suite 543, San Diego, CA 92108
Mailing Address
Phone number
(619) 363-5187
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 136 |
| AUM (Assets Under Management) | $ 33,312,429 |
Red Flags
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