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Steven Fox (CFP®, EA)

Steven Fox focuses in the
following client markets or areas of practice:

  • Generation X
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Millennials
  • Tax Planning

Planning Specialties

Next Gen Financial Planning is a fee-only financial planning firm in San Diego, serving clients locally and also nationwide through virtual meetings. We specialize in helping high-earning professionals in their 20's-40's make better financial decisions, and teach them to use money as a tool to balance today’s pressing needs with tomorrow’s dreams.

We can help you answer the financial questions that you’ve been wondering about such as:

- I just had a baby, should I start saving for their college education? What’s the best way to do it?

- Should I refinance or consolidate my student loans? How do special student loan programs like PSLF, PAYE, and ICR work?

- I’m thinking about a major life change like getting married or starting a business. How does that affect my finances? 

- It’s open enrollment time at my company and the options are overwhelming. How do I know which selections to make to maximize my employee benefits? 

- I want to save for retirement, but how do I know how much to contribute or which funds to invest in?

- I haven’t looked at my life, auto, or home insurance policies since buying them several years ago. Do I have the right coverage, and am I paying too much? 

- Do I need a will, trust, or other estate planning documents? 

- I just received a big bonus at work! Should I invest it, pay down my mortgage, or finally take that Caribbean diving trip I’ve been itching for?

If you’d like to learn more about how I can help, please go ahead and schedule a free introductory meeting (online or at my office in San Diego) so we can get started!

Additional Information

Additional professional affiliations:

NAPFA Start Date

August 05, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1455 Frazee Rd Suite 543 San Diego, CA 92108 Phone: +1 (619) 363-5187
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