JON M. LUSKIN, MBA, CFP®
Jon M. Luskin, MBA, CFP®
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and pledged fiduciary at the independent financial planning firm Define Financial.
He was the recipient of the InvestmentNews 40 Under 40 award in 2017 for “contibuting meaningully to the industry and exhibiting real leadership and promise.”
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. Jon has had the honor of presenting his original research on investing to organizations across the country, including the Financial Planning Association, the National Association of Personal Financial Advisors, and the Bogleheads.
You can read Jon’s original research in the academic peer-reviewed Financial Planning Association’s Journal of Financial Planning.
Jon blogs about financial planning minutia at JonLuskin.com, and is a peer reviewer for the Journal of Financial Planning. He participates in the Financial Planning Associations’ MentorMatch program, both as a mentor and as a mentee. He volunteers at pro bono financial planning days across Southern California.
When not practicing financial planning, Jon volunteers with San Diego’s canine rescue organizations, enjoys homebrewing, getting around town on his bicycle, BBQ’ing, Brazilian jiu-jitsu, and camping.
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