The Turning Point With Dan Maw

Steven Fox is the founder of Next Gen Financial Planning, a Registered Investment Advisor in the state of California providing comprehensive fee-only financial planning services for young professionals who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. He is also an associate member of both the National Association of Personal Financial Advisors and the XY Planning Network and currently serves on the board 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.   Steven has earned the privilege of representing taxpayers before the Internal Revenue Service as an Enrolled Agent by passing a three-part comprehensive IRS test covering individual and business tax returns. He is also a candidate for CFP® certification, having completed the education an