Jon Luskin
- CFP®
Luskin Financial Planning
San Diego, CA
Contact Jon
Jon can help you with
-
Investment Analysis
-
Retirement Planning
-
Employee Benefits
-
Tax Optimization
-
Insurance Planning
-
College Planning
Jon specializes in
- Technology Professional/Engineer
- Early Medical Professional
- Medical Professional
- DIY
Expertise
- Investment Analysis and Planning
- Portfolio Guidance
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Saving and Investing for College
Pricing
What Does A Financial Review Cost?
For a one-time financial review, you pay a one-time fee: $4,695. That’s it.
There are no ongoing fees. No monthly or annual subscription commitments. No assets under management (AUM) billing. No commissions. Just a single, transparent fee for easy-to-understand advice.
Additional in-depth work (many clients don’t need this) and returning clients are billed at $350 an hour.
About
Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (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 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 proceeded to spend several months traversing the western United States and Mexico. Lien documented their adventure on her blog.
Jon serves on the board of the John C. Bogle Center for Financial Literacy, a 501(c)3 non-profit organization dedicated to helping people make better financial decisions. In the past, Jon has provided pro-bono financial planning to low-income households with the Financial Planning Association’s Pro Bono program, and with the San Diego Financial Literacy Center, a 501(c)3 organization. He has also volunteered with Second Chance Dog Rescue and Four Paws Dog Rescue – fostering rescue dogs. As a League Cycling Instructor (LCI) through the League of American Bicyclists (LAB), Jon has taught safe cycling techniques to youth and adults through the San Diego County Bicycle Coalition.