Certified Financial Planner (CFP)

Series 65

Enrolled Agent (EA)

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.

President, various other roles on board

Board Member

Helped write and provide feedback on questions for the CFP exam

Volunteer - CFP Exam Item Writing Campaign

Financial Counselor

F.I.T. provides financial education to active-duty military personnel. I've helped by creating educational materials, advising on strategic goals for the organization, and organizing Financial Planning Day events at local military bases to pair service members with professional financial planners for individualized counseling. Learn more at http://fit-inc.org

Treasurer, Volunteer Coordinator

Co-Founder and Partnership Manager

Sergeant

Next Gen Financial Planning is a fee-only financial planning firm in San Diego that I founded in 2016 to help 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.

Founder, Financial Planner

Founder

Founder of AdviceOnly, a support platform for financial planners who don't sell products or manage investments.

Know about Steven Fox's work experience, education, and much more. Steven Fox