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Jon Luskin is a CERTIFIED FINANCIAL PLANNER™ (CFP®). 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 is also an active member of the San Diego chapter of the Financial Planning Association’s NexGen group, a venue for younger financial planning professionals to share best practices. Jon’s original research on investing has been published in the academic peer-reviewed Journal of Financial Planning.

When not practicing financial planning, Jon can be found teaching safe cycling skills to the youth of San Diego, or volunteering with San Diego’s canine rescue organizations. Jon also enjoys homebrewing, bbq’ing, cycling, hiking and camping. You can read Jon’s beer blog at, and his financial planning blog for Deloitte employees at

jon luskin fee-only financial planner san diego fiduciary

pages in Personal Financial
Planning capstone final

words over the 5,000 for
Journal of Financial Planning
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case studies executed on
thesis on university
endowment investing

average client dollars saved in
risk management review

pet: Jack Russell Terrier and
Beagle mix, Willie
“A rescue dog: a good pet, at a great price.”
can’t be interrupted when: Bottling Homebrew
Discipline in sanitation pays dividends.”
favorite weekend past time: Basketball
“When you play with me, you won’t be chasing performance.”
tastiest cut for smoked bbq: Beef Back Ribs
Buy the ribs and hold the temperature at 225 degrees.”
eagerly anticipating: The next episode of the Hardcore History podcast
“With five months between episodes, I’m invested in this podcast for the long-term.”
community involvement: Teaches safe bicycling to San Diego’s youth
Yield to pedestrians.”
doesn’t mind getting lost in: Excel spreadsheets
“Learning new things fosters personal growth.”
most fascinating city: Rome
“Someday I’d like to return.”

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