Steven Fox, EA
Next Gen Financial Planning
Steven Fox is a financial planner serving the San Diego, CA area and clients across the country
(760) 683-4666
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
Next Gen Financial Planning
2305 Meade Ave
Suite 1
San Diego CA 92116
Steven Fox is a San Diego, CA fee-only financial planner located in San Diego and serving clients across the country.  Next Gen Financial Planning specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Title in the firm
President

Biography
Steven Fox is the founder of Next Gen Financial Planning, a Registered Investment Advisor in the state of California providing comprehensive fee-only financial planning services for young professionals who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. He is also an associate member of both the National Association of Personal Financial Advisors and the XY Planning Network, and currently serves on the board of the San Diego chapter of the Financial Planning Association. Pro-bono efforts to give back include serving as Treasurer and other functions for the non-profit Financial Independence Training, which provides financial literacy training to active-duty military members.

Steven has earned the privilege of representing taxpayers before the Internal Revenue Service as an Enrolled Agent by passing a three-part comprehensive IRS test covering individual and business tax returns. He is also a candidate for CFP® certification, having completed the education and exam requirements.

Prior to starting Next Gen Financial Planning, Steven served over 8 years on active duty in the United States Marine Corps. After separating with an honorable discharge, he attended San Diego State University where he graduated with honors while earning a bachelors degree in financial services, a certificate in personal financial planning, and a minor in entrepreneurship. He has also held positions with several other financial planning firms.

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