Jon Luskin, CFP®

Jon Luskin, CFP® is a financial planner in San Diego, CA. He specializes in providing fee-only hourly advice to do-it-yourself investors and operates as a fiduciary with transparent fees. Jon serves clients across multiple states, excluding Louisiana and New Hampshire, and holds registrations in California, Florida, New York, Texas, and Washington. With a perfect 5.00 rating, he offers personalized financial assessments and focuses on helping investors navigate tax strategies, all-in-one funds, and other investment topics.

Jon Luskin's approach emphasizes transparency and fiduciary responsibility, ensuring that his clients receive unbiased advice tailored to their needs. He frequently engages in discussions about various investing topics, such as private equity, factor investing, and tax deferral with ETFs, providing valuable insights through his podcast appearances and articles. His expertise extends to helping retirees optimize spending and manage their portfolios effectively.

Jon Luskin's commitment to transparency and fiduciary standards sets him apart as a trusted advisor in San Diego. By offering personalized hourly advice without the conflicts of interest often found in the financial advisory space, he provides do-it-yourself investors with reliable guidance that aligns with their goals and values.