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Cfp® Steven Fox

Founder and Financial Planner at Next Gen Financial Planning

Steven Fox, CFP®, EA is the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego that he established in 2016.1 He founded the company to help young professionals in their 20s to 40s manage their finances and balance current needs with future goals.1

Fox has an extensive background in financial planning and services:

  • He holds a Bachelor of Science in Financial Services from San Diego State University, where he also earned a minor in Entrepreneurship and a Certificate in Personal Financial Planning.1
  • He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.12
  • Prior to starting his own firm, Fox served over 8 years on active duty in the United States Marine Corps.2

In addition to his work at Next Gen Financial Planning, Fox is involved in several professional organizations:

  • He founded the San Diego Financial Advisors Network.2
  • He is an active member of the National Association of Personal Financial Advisors.2
  • He served in multiple board roles for the San Diego chapter of the Financial Planning Association, including as President.2

As of August 2024, Fox is no longer involved in day-to-day operations at Next Gen Financial Planning but serves in a part-time advisory role.2 He is currently the President of AdviceOnly, a support platform for financial advisors operating in an advice-only model, and the Cofounder and Partnership Manager for Next Gen Tax Prep.2

Highlights

Steven Fox, CFP®, EA - Next Gen Financial Planning
Steven Fox, CFP®, EA - Next Gen Financial Planning
Jan 1 · ealthtender.com
Steven Fox, CFP®, EA- Next Gen Financial Planning - Wealthtender
Steven Fox, CFP®, EA- Next Gen Financial Planning - Wealthtender
Feb 27 · feeonlynetwork.com
Steven Fox, CFP®, EA - FeeOnlyNetwork.com
Jun 11 · napfa.org
Steven Fox-Middleton, CFP®, EA, MBA - NAPFA
Steven Fox-Middleton, CFP®, EA, MBA - NAPFA
Aug 5 · napfa.org
Steven Fox, CFP®, EA - NAPFA

Related Questions

What inspired Steven Fox to start Next Gen Financial Planning?
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What are some unique financial planning strategies Steven Fox uses for young professionals?
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What specific services does Next Gen Financial Planning offer to its clients?
Cfp® Steven Fox
Cfp® Steven Fox, photo 1
Cfp® Steven Fox, photo 2
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Location

San Diego, California, United States