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 and exam requirements.
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 honourable discharge, he attended San Diego State University where he graduated with honours 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.
Robs Key Challenges
- You’ve got to hustle, you’ve got to work hard. Don’t be afraid to put in the work
- Try and never be the smartest person in the room, surround yourself by people you can learn from.
- Web – http://www.NextGenFinancialPlanning.com
- Linkedin – https://www.linkedin.com/in/stevenfox3
- Twitter – https://twitter.com/nextgenfp
- I felt like I owed something back to society, that’s a big reason why I joined.
- I was able to provide a lot of help to people in very needing situations, it helped me grow up a lot.
- You never know where you’re going to be deployed, for how long or where.
- Even if I’d been promoted to higher ranks, I don’t think I would have liked it very much.
- Everybody’s pathway is different.
- I did not have a clear idea of what I wanted to do when I left the military
- What I did know was that I wanted to do something related to finance.
- It was about a year after I started University that I realised that I wanted to do financial planning.
- I had to develop connections because I didn’t know anybody and I was in a totally different field.
- The mindset I gained in the Army really had a positive impact on my career outside the military.
- Making a decision that is 70% correct and taking action on it is going to have a much bigger impact than waiting for the perfect opportunity.
- You have to iterate and change along the way as the situation changes.
- I find it really rewarding to help my clients uncover what their goals actually are.
- Every decision we make in life is to some degree a financial decision.
- 0:49 – Why the marines
- 4:53 – The beginning of a turning point
- 6:53 – My next career
- 9:40 – San Diego University.
- 12:17 – Roadblocks
- 14:17 – The 70% rule
- 15:50 – My financial planning business
- 25:08 – Was it worth it?
- 25:26 – The big things
- 28:05 – Guest links