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Jon Luskin | Financial Advisor

Profile img for Jon Luskin, financial advisor at Luskin Financial Planning
San Diego, CA
Jon Luskin
Financial Advisor
Luskin Financial Planning

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Allow Me to Introduce Myself
Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNERª (CFP¨) professional and fiduciary in sunny San Diego, California. Jon specializes in providing hourly advice to do-it-yourself investors. Jon is a long-time advocate of simple, low-cost investing. His master's thesis showed how university endowments can generate more wealth (and take on less risk) by using passive index funds. Jon's other research has been published in the peer-reviewed Financial Planning Association's Journal of Financial Planning. Jon has had the fortune of presenting his research to advisors across the country. For his contribution to the industry, Jon has been recognized as one of the financial planning industry's top young advisors by InvestmentNews magazine. Jon has been featured in consumer-facing and advisor-facing publications, including the New York Times, the Wall Street Journal, and Michael Kitces' blog, Nerd's Eye View. In 2019, Jon and his wife Lien dedicated one full year to travel. The two started their adventure by taking four months to convert a cargo van into their home on wheels. They then spent several months traversing the western United States and Mexico. Lien documented their adventure on her blog. Jon provides pro-bono financial planning to low-income households with the San Diego Financial Literacy Center, a 501(c)3 organization. He also volunteers with Second Chance Dog Rescue and Four Paws Dog Rescue.
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Credentials and Designations

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Certified Financial Planner™

Quick Facts About Jon
Years of Experience:11 yearsMember since:2022

Services Provided

How I help my clients

Tax Planning

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Financial Planning

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Retirement Planning

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Proof of License

SEC Profile
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