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Jon Luskin, CFP®
Empoderando a los inversores que lo hacen por sí mismos con una planificación financiera transparente basada únicamente en honorarios para un futuro seguro.
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Business
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Empoderando a los inversores que lo hacen por sí mismos con una planificación financiera transparente basada únicamente en honorarios para un futuro seguro.
Jon Luskin, CFP® es un asesor financiero basado en honorarios, con sede en San Diego, que se especializa en ayudar a individuos y familias a tomar el control de su futuro financiero. Con énfasis en el enfoque Bogleheads, Jon ofrece asesoramiento imparcial y completo para la planificación de la jubilación, estrategias de inversión y gestión de patrimonio. Sus servicios están diseñados para personas que lo hacen por sí mismos, que buscan orientación experta sin los altos honorarios de los gestores de patrimonio tradicionales. Conocido por su transparencia, capacidad de respuesta y enfoque metódico, Jon ofrece soluciones a medida que se alinean con los objetivos de vida de sus clientes, asegurando confianza y claridad en la toma de decisiones financieras.
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Una revisión integral a distancia de su situación financiera, que incluye la planificación de la jubilación, inversiones, seguros y planificación patrimonial, con un informe detallado y una sesión de seguimiento.
Consultas a demanda, con honorarios exclusivamente por servicios para preguntas o proyectos financieros específicos, como la compra de una propiedad o ajustar las estrategias de inversión.
Guía personalizada sobre el ahorro, la inversión y la transición hacia la jubilación, adaptada a sus objetivos y tolerancia al riesgo.
Asesoramiento transparente sobre la gestión de carteras utilizando un enfoque de bajo costo inspirado en Bogleheads para maximizar los rendimientos y minimizar las comisiones.
Apoyo en temas financieros más amplios como seguros, planificación de la atención médica, seguridad en línea y planificación patrimonial para garantizar que se cubran todos los aspectos.
Calificación general
Tim Byers
The “Bogle heads” approach to saving money has worked well for us. We retired recently and have been researching and developing an overall plan for the many changes and adjustments required for a secure and successful retirement phase of life. We are do-it-yourselfers and were looking for advice both to confirm our choices, and also to reveal choices we had not considered. We felt surrounded by circling, hungry sharks. Signing up for the “One-Day Financial Review” with John Luskin was interesting. Standoffish is too strong of a word, but he clearly wanted to make sure that the service he provides would be a good fit for our inclinations and our needs. That "soft sell" approach was part of what convinced us to go with him over the other services who used the "hard sell." Our experience proved that this was not a gimmick on his part. Of course, Jon is a competent financial advisor, but he also pushes you to consider the many other factors that need attention such as insurance, estate planning, healthcare, online security, etc. We appreciate the nudge and the advice. Even though he covers a lot of ground beyond his core area of expertise, we did not detect any tendency to make recommendations that he was not well informed about. We found Jon responsive to questions about topics covered in the retirement plan, but then we had a crazy new inspiration to buy a second house for a family member's use. We signed up for Jon’s hourly advice and he dove right in to provide honest feedback on the plan. He agreed that though it may not make the best long-term financial sense, it would be a good idea considering our life goals. This had us pondering how likely a wealth manager would make a similar recommendation given the significant reduction in their percentage fee that would result! It was a pleasure working with Jon Luskin. We highly recommend him to anyone who wants to take a “hands-on” approach to implementing their own retirement plan.
Cristina Z
I had the pleasure of working with Jon Luskin with my financial planning needs - retirement and investment. He explained things in a way that was easy to understand. He kept my goals in mind when advising me and his recommendations made sense. He is saving me from working with a financial advisor that wants to charge 1% AUM (Yikes!). After speaking with Jon, I now have a clear plan that I can follow. He is very transparent and knowledgeable. I highly recommend him for anyone looking to DIY their finances with his guidance.
Michael Port
Jon Luskin is in a class of his own: competent, honest, and deeply reliable. Simply put, he does what he says he’s going to do. His process is not only clear and thoughtful, it’s flawless. Working with Jon feels like a breath of fresh air in an industry where transparency and competency can be rare. What more can you ask for?
Ben Harris
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 Wataha
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.
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