Jon Luskin
CFP®
Company
Uncle D Money
Jon Luskin is a CERTIFIED FINANCIAL PLANNER™ (CFP®). For his master’s thesis on investment management, Jon showed how university endowm...
Specialties
Employees of the Big Four Accounting Firms, Low-Cost Investment Management
Steven Fox
EA
Company
Next Gen Financial Planning
Steven Fox is the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego. Next Gen Financial Planning works...
Specialties
Young Professionals, Families With Young Children, Military & Veterans, Student Loans
Taylor R. Schulte
CFP®
Company
Define Financial
Welcome! I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. They spent more time t...
Specialties
Retirement Planning, High-Earning Professionals, Business Owners
Scott Frank
CFA, CFP®
Company
Stone Steps Financial
Husband. Father. Advisor. Surfer. I help today's professionals and families navigate through the complexities of personal finance
Specialties
North County Working Families, Physicians, Entrepreneurs
Adam Werner
CFP®
Company
Donnelly Wealth Advisors
Adam began working at Donnelly Wealth Advisors, Inc. (DWA) as an intern while attending San Diego State University. He graduated with a B.S....
Specialties
Retirement Planning, Business Owners, Stock Options, Budgeting, Debt Management
