Steven Fox

Steven Fox


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
Founder at Next Gen Financial Planning
2305 Meade Ave, Suite #1
San Diego CA, 92116
(760) 683-4666

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 ...


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



Tips from Steven

Typical Clients & Fee Structure

Typical Clients

Young couples
Young professionals

Fee Structure

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


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