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Jonathan L
CFP®, Series 65
San Diego, CA
Luskin Financial Planning
Jonathan Luskin is a CFP® with 10 years of industry experience and is the principal of Luskin Financial Planning, an independent advisory firm based in San Diego, CA. His prior roles include positions at Ferri Investment Solutions, Define Financial, LLC, and Advanced Practice Advisors, LLC. He is also the owner of an investment-related online blog and engages in financial writing and consulting. Luskin Financial Planning provides advice-only financial planning services to individuals, families, family offices, retirement plan sponsors, trustees, nonprofit organizations, and other advisers. The firm employs a passive, index-focused investment approach using low-cost mutual funds and ETFs, and offers fixed-fee or hourly services without managing client assets or exercising investment discretion.
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