Steven Fox

Steven Fox

EA

Steven is a Financial Advisor who helps clients achieve financial independence, manage investments and minimize their tax burden.

  • About Steven
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Founder at Next Gen Financial Planning
Address
2305 Meade Ave, Suite #1
San Diego CA, 92116
Phone
(760) 683-4666
Follow

About Steven

Helping the next generation make better financial decisions. Financial planning isn't just for retirees!

Next Gen Financial Planning is a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. We provide advice on investments, taxes, insurance, student loans, and other parts of your financial life. Being fee-only means that we don't receive any kinds of commissions or kickbacks for the recommendations that we make, so you can have confidence that we're always acting in your ...

Education

  • B.S., Financial Services, San Diego State University

Certifications

Registrations
Designations
?

Tips from Steven

Typical Clients & Fee Structure

Typical Clients

Military
Young couples
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.

Disclaimer

Next Gen Financial Planning and its affiliates make the information in this web site available as a service to its customers and other visitors, to be used for informational purposes only. Nothing contained on this site should be used or construed as an offer to sell, a...