Jon Luskin
CFP®
Company
Uncle D Money
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®). For his master’s thesis on investment management, Jon showed how universi...
Specialties
Employees of the Big Four Accounting Firms, Low-Cost Investment Management
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
Alicia Butera
CFP®
Company
Planning Within Reach
I joined Planning Within Reach in February 2017 as a Financial Planner. Previously I worked for a
financial services tech start-up an...
Specialties
Young Professionals, Budgeting, Debt Management, Retirement Planning
Mary Beth Storjohann
CFP®
Company
Workable Wealth
Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability working to help clients in the...
Specialties
Professional and Entrepreneurial Women, Families With Young Children, Military & Veterans
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
