Jon Luskin, CFP®

Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and pledged fiduciary at the independent financial planning firm Define Financial. He has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine. For his master’s thesis on investment management, Jon showed how university endowments can generate more wealth (and take on less risk) by adopting low-cost investment strategies. Jon’s original research on investing has been published in the academic peer-reviewed Financial Planning Association’s Journal of Financial Planning.

Jon blogs about financial planning minutia at He participates in the Financial Planning Associations’ MentorMatch program, both as a mentor and as a mentee. When not practicing financial planning, Jon enjoys homebrewing, bbq’ing, Brazilian jiu-jitsu, and camping.



750 B Street
Suite #1750
San Diego, CA 92126