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Steven Fox-
Steven Fox is a Certified Financial Planner and the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego serving young professionals who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. Steven is a member of both the National Association of Personal Financial Advisors and the XY Planning Network, and is currently the President-elect of the San Diego chapter of the Financial Planning Association. Pro-bono efforts to give back include serving as Treasurer and other functions for the non-profit Financial Independence Training, which provides financial literacy training to active-duty military members.
Prior to starting Next Gen Financial Planning, Steven served over 8 years on active duty in the United States Marine Corps. After separating with an honorable discharge, he attended San Diego State University where he graduated with honors while earning a bachelors degree in financial services, a certificate in personal financial planning, and a minor in entrepreneurship. He has also held positions with several other financial planning firms.
LinkedIn: https://www.linkedin.com/in/stevenfox3
Click on the ▶ icon to listen (12:30)