San Diego, June, 22nd, 2017— InvestmentNews recently named Jon Luskin as one of its 2017 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Jon Luskin was chosen from more than 800 nominations.
“It’s an honor to be included in this select group of professionals,” said Jon Luskin, MBA, CFP®, financial planner at Define Financial. “I look forward to doing more research – to find the best answers for the question of how to best manage money. It’s always exciting to share what I’ve learned, by working with clients directly, and sharing with other advisors via peer-reviewed publications and professional association presentations.”
Jon Luskin is featured along with the other 40 Under 40 notables in the June 19 issue of InvestmentNews.
“Given the passion, dedication and innovative spirit that are hallmarks of the U.S. financial advice industry, it’s not surprising we received more than 800 nominations when we put out our call for this year’s class of 40 Under 40s,” said Frederick P. Gabriel Jr., editor of InvestmentNews. “Whittling those nominations down to just 40 honorees was tough. But after reading our honorees’ stories, I have no doubt that InvestmentNews’ readers will feel as inspired and hopeful about the future of the industry as we do.”
To learn more about Jon Luskin and the award, please go to:
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.