JON M. LUSKIN, MBA, CFP®
FEE-ONLY CERTIFIED FINANCIAL PLANNER™ (CFP®) & FIDUCIARY
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional at the independent financial planning firm Define Financial. For his master’s thesis on investment management, Jon showed how university endowments can generate more wealth (and take on less risk) by adopting low-cost investment strategies. His original research on investing has been published in the academic peer-reviewed Journal of Financial Planning. Jon has been recognized as one of the financial planning industry’s top young advisors.
When not practicing financial planning at Define Financial, Jon can be found teaching good money habits to the youth of San Diego, or volunteering with San Diego’s canine rescue organizations. Jon also enjoys homebrewing, bbq’ing, jiu-jitsu, and camping. You can read about Jon’s experiments in the culinary arts at JonBrewsBeer.com, and his financial planning blog for Deloitte employees at uncleDmoney.com.
pages in Personal Financial
Planning capstone final
words over the 5,000 for
Journal of Financial Planning
case studies executed on
thesis on university
average client dollars saved in
risk management review
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
Are you on the hunt for the best Financial Advisor? Our latest comprehensive guide for consumers highlights the 10 BIGGEST mistakes people make and how they can be avoided.