Next Gen Financial Planning
Next Gen Financial Planning (CRD# 283233) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Steven Fox (CRD# 6379590) is the founder of Next Gen Financial Planning, 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 areas. We're not your father's financial planner, and are quite proud to serve a group that traditional financial advisors fail to address!
We are completely fee-only and do not collect any commissions or kickbacks for the financial recommendations that we make, so you can be sure that the advice we give is always in your best interest.