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Rafael Melendez

Next Gen Financial Planning

San Diego, CA

CRD 6941953

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Employer firm

Next Gen Financial Planning CRD 337683

$43.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Next Gen Financial Planning

1455 Frazee Rd Suite 543, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-27
  • CA RA
    APPROVED
    Since 2026-02-27

Branch Locations

1455 Frazee Rd Suite 543, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Wealth Consulting Group San Diego CA 04/2018 06/2020
Wells Fargo Chula Vista CA 06/2016 04/2018
Capital Financial Consultants Group San Diego CA 10/2017 12/2017
San Diego State University San Diego CA 08/2015 05/2018
Next Gen Financial Planning San Diego CA 06/2020 Present
  • 04/2018 → 06/2020
    The Wealth Consulting Group
    San Diego, CA
  • 06/2016 → 04/2018
    Wells Fargo
    Chula Vista, CA
  • 10/2017 → 12/2017
    Capital Financial Consultants Group
    San Diego, CA
  • 08/2015 → 05/2018
    San Diego State University
    San Diego, CA
  • 06/2020 → Present
    Next Gen Financial Planning
    San Diego, CA
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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