1. Successful Retirement Solutions

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San Diego, CA

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Successful Retirement Solutions

4.2 (5 reviews)
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Services - Successful Retirement Solutions

Investment management

Audit and conflict resolution support

Current year tax preparation and filing

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David L Moran

David L Moran

(6 reviews)

David has been our financial planner and money manager for 6 years. We, at least I, have not been…read morethe easiest to deal with. David took care of all our financial interests for 6 years. Unfortunately my husbands mental and physical decline caused many problems and with that many questions and uncertainties in my mind. At times I was very angry, with things not necessarily related to David, yet unable to communicate with my husband, I lashed out at David with angry emails and messages, about which he legally couldn't discuss with me. David never sunk to my level. He always maintained a professional, even concerned demeanor, offering to come and speak to my husband and I together. Life is hard and can be confusing and tricky, especially when you don't understand the actions and behavior of someone you love. David is a good man. I'm sure this review will never make up for the things I have said and done. David has suffered the brunt of my anger and frustration with my husbands behavior, and never said "if you're not happy with me, go find someone else." If I were in his shoes, I would have. David not only handled our money, but also handled a very angry, mean, relentless woman who took a lot of her frustrations out on him, and he did it with calm, professional kindness. Honestly he has done much more than I think you could reasonably ask of anyone. Thank you David, Beth Marshall

We needed some financial advice, so we contacted David. We had a telephone conference for about 30…read moreminutes. He was knowledgable and quite kind because he refused any payment! We were quite satisfied with David's advice and would highly recommend his services.

Next Gen Financial Planning - Next Gen Financial Planning

Next Gen Financial Planning

(10 reviews)

Mission Valley

A financial advisor who actually gives advice instead of just selling crap! I've been working with…read moreSteven at Next Gen for a while and he's been totally awesome. He has been easy to work with, thorough (almost too thorough and detailed!), explains complicated concepts very well without being condescending, and helps me to have peace of mind that all of my financial affairs are in order. I like the technology tools that we use too, they're really useful in helping me understand my options. I initially thought that the cost is a little high (for me, $3k/year), but it has been worth every penny and more when you look at the big-picture benefits of what he's actually doing for me. Investment management is also included at no additional charge, which is a great value that not many other financial advisors provide without having to pay more or having minimum account sizes of $1 million. I also really appreciate that Steven is fee-only and doesn't sell any financial products, so I can trust that he's giving me good advice without the conflicts of interest that come with him selling stuff for commissions. The amount of money that he saved me from hidden fees in other investments was enough to cover his cost, not to mention everything else that he's done for me. Thanks Steven!

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Successful Retirement Solutions - investing - Updated October 2026

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