SAN DIEGO—July 07, 2016—Define Financial, a San Diego-based fee-only financial planning firm, announced today it has added Jon Luskin to the team. In his new role as a Financial Planner, Luskin will be responsible for the development and analysis of financial plans, investment management modeling, and business development.
Prior to joining Define Financial, Luskin worked as a financial planner at Wealth Analytics, where he was responsible for developing comprehensive financial plans, managing client relationships, and blogging on the firm’s website. His other work experience includes financial planning at Source Financial Advisors and financial writing at Advisys where he wrote industry-facing articles. Luskin 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 brings great experience, skills and passion for the profession to Define Financial,” said Taylor Schulte, founder and CEO of Define Financial. “He will play an integral part in client retention and the growth of our firm. I’m thrilled to have a candidate of his caliber join us.”
“Define Financial is a progressive, forward-thinking firm, with a great range of clients and a strong team,” said Jon Luskin. “Not only is it the right fit for my expertise, but also a natural next step in my career. I’m looking forward to joining the firm!”
Luskin received his MBA from the American Jewish University and a Certificate of Personal Financial Planning from the University of California, Los Angeles Extension. He has also successfully completed the CFP® certification examination. He regularly blogs about financial planning for “employees of the Big Four” on www.uncleDmoney.com and can be found teaching safe cycling skills to the youth of San Diego or volunteering with San Diego’s canine rescue organizations in his spare time.
About Define Financial
Define Financial is a commission-free wealth management firm headquartered in San Diego, CA. Founded in 2014 by Taylor Schulte, CFP®, CEO, the firm specializes in retirement and tax planning for individuals over age 50.
Define Financial prides itself on adhering to the Fiduciary Standard 100% of the time, ensuring clients’ interests are always put first. Its comprehensive services include investment management, retirement and tax planning, charitable giving strategies, insurance optimization, and social security timing.