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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This Office

2550 5th Ave Suite 700 San Diego, CA 92103 Phone: (760) 683-4666