Jon Luskin, CFP® - San Diego, California

Ben H.

My wife and I worked with Jon and his One-Day Financial Review (we picked him after interviewing 4-5 other advisors) and he was even better than we had expected. Not only did his report highlight a number of things we'd never considered before (e.g., umbrella insurance), he provided a lot of helpful information to explain the logic behind each recommendation (with supporting resources to back it up). He fully tailored his report to our unique needs, was kind and courteous to work with, and was quick to respond to any follow-up questions. We had a great experience working with Jon and would HIGHLY recommend him for anyone looking to take control of their financial future. We will definitely continue to work with Jon as our needs evolve - he is simply the best there is!

Darlene W.

We engaged Jon Luskin for his financial review service. The process he's developed for the review is convenient (done remotely) - it's quick and effective yet comprehensive and extremely detailed. He is articulate and concise, broadly knowledgeable and a keen listener. Jon was methodical in his approach to the review and followed-up afterwards with dynamic information generated from our interactive 2-hr session with him. We really appreciated his eagerness to explain financial concepts and give pertinent examples for clarity. Highly recommend this business to anyone at any stage of their financial journey.

Steve Q.

Got a referral from another fixed fee financial advisor who was full with clients. Referred me to Jon - great experience. I used his one day financial check up which was excellent - well worth it. I have since used Jon on an hourly basis as well a couple of times - and I will continue to do so. Great service, responsive, knowledgeable, would definitely recommend, particulary as fixed fee financial advisors are not the easiest people to find.

Michelle M.

We worked with Jon for his one day financial review. He was incredibly knowledgeable, helpful, and informative. He was aware of nuances and intricacies regarding our situation, even those we sprung on him during our call, and he had a lot of creative, practical, and timely advice for us to put into immediate action. On the flipside, he also warned us of many unforeseen possible pitfalls, conflicts, or obstacles for some of our plans that had never occurred to us, which helped encourage us to take a much needed pause before acting (for which we are very grateful!). He was thorough, and he took the time to understand our current context, as well as our unique and personal goals, and to integrate these into his suite of suggestions and advice. Further, since our call, he’s been very helpful and responsive with our follow-up questions, and we would definitely use him again if we need to have another more extensive consultation. I would highly recommend him to anyone looking for a financial advisor!

Jason P.

I consulted Jon for a portfolio 2nd opinion last year. The entire process was extremely beneficial. It began by collecting and organizing every aspects of my financial life. Everything from investments to insurance and taxes. His final review was incredibly detailed and professional with links to articles explaining his recommendations. I recently reached out again to Jon via email with a follow up question. He responded that day with a complete answer. First rate service from a true fiduciary. I plan to use his services again in a few years. If you’re a do-it-yourself investor looking for a fee only review of your financial situation you can’t go wrong with Jon Luskin.

KevinandErin K.

I wanted to get a second opinion on my portfolio and help with SS claiming strategies and such since I turn 65 this year, and had read about a “Portfolio Second Opinion” fixed-fee program on the well-known “Bogleheads” forums. I consider myself a reasonably knowledgeable investor but Jon Luskin was able to show me several areas I needed to pay much more attention to and some important considerations I’d missed entirely.

I've been mostly a DIY investor for the past 25+ years but was with a very good financial advisory firm or about 4 years. I appreciated their hand-holding and advice but had no interest in paying a percentage of my total assets on an ongoing basis for advice and management.

I paid for Jon's portfolio second opinion service and found it to be well worth the money and time spent. He saved me a multiple of his fee. I recommend him highly.

Ryan B.

Jon has a simple and incredibly effective approach to financial planning. After taking the time to understand my financial goals and tolerance for risk, he set up a portfolio of low ETF index funds that best served me, without being diluted by hidden and/or unnecessary fees. He doesn’t waste my time or money with random and peculiar stock picks, or poorly managed hedge funds with outrageous fees. Can’t recommended him enough.

Mark B.

Jon was able to provide a detailed and thorough financial plan which was customized to our specific needs. Each section of the plan covered everything we needed and even had many helpful links for further analysis. I would definitely recommend Jon to someone looking for a step by step custom guide to self manage their portfolio.