Jon Luskin, Cfp®
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Jon Luskin, Cfp® Email & Phone Number

Location: San Diego, California, United States 6 work roles 3 schools
1 work email found @definefinancial.com 3 phones found area 858 and 619 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email j****@definefinancial.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Board Member
Location
San Diego, California, United States

Who is Jon Luskin, Cfp®? Overview

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Quick answer

Jon Luskin, Cfp® is listed as Board Member at John C. Bogle Center for Financial Literacy, based in San Diego, California, United States. AeroLeads shows a work email signal at definefinancial.com, phone signal with area code 858, 619, and a matched LinkedIn profile for Jon Luskin, Cfp®.

Jon Luskin, Cfp® previously worked as Board Member at John C Bogle Center For Financial Literacy and Hourly Advice for Do-It-Yourself Investors at Luskin Financial Planning. Jon Luskin, Cfp® holds Certificate, Personal Financial Planning from Ucla Extension.

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Email format at John C. Bogle Center for Financial Literacy

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{first}@definefinancial.com
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AeroLeads found 1 current-domain work email signal for Jon Luskin, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Jon Luskin, Cfp®

Fee-only, Advice-Only CERTIFIED FINANCIAL PLANNER (TM) (CFP®) professional and fiduciary ● Author ● Speaker

Current workplace

Jon Luskin, Cfp®'s current company

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John C. Bogle Center for Financial Literacy
John C. Bogle Center For Financial Literacy
Board Member
San Diego, CA, US
AeroLeads page
6 roles

Jon Luskin, Cfp® work experience

A career timeline built from the work history available for this profile.

Board Member

Current
John C Bogle Center For Financial Literacy
Dec 2022 - Present

Hourly Advice For Do-It-Yourself Investors

Current

Hourly, customized investment advice, as needed. I help existing do-it-yourself (DIY) investors and people who are transitioning away from a high-fee adviser to self-management.This fee-for-service concept is ideally suited for those who desire occasional professional help without the cost of an ongoing adviser fee or the hassle of financial product.

Apr 2021 - Present

Fee-Only Financial Planner & Fiduciary

San Diego Financial Planning Firms

San Diego, CA

  • Created, implemented & managed firm portfolios based on my master’s thesis on investing
  • Produced investment research to assist firm CEO in portfolio decision-making
  • Created all firm workflows in JunXure Cloud for investment management and financial planning
  • Ghost-wrote blog posts on financial concepts for distribution to clients, syndicated on Yahoo! Finance, NASDAQ, The Times of San Diego, and the Financial Planning Association (FPA)
  • Developed comprehensive financial plans for high-net worth clients in eMoney Advisor
Nov 2013 - Dec 2020
3 education records

Jon Luskin, Cfp® education

Certificate, Personal Financial Planning

Ucla Extension

Jon Luskin has completed coursework for his certificate in Personal Financial Planning (PFP) via UCLA Extension.

Master Of Business Administration (Mba)

American Jewish University

For his master's thesis, Jon showed how university endowments can generate more wealth – and take on less risk – by adopting simpler.

FAQ

Frequently asked questions about Jon Luskin, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jon Luskin, Cfp® work for?

Jon Luskin, Cfp® works for John C. Bogle Center for Financial Literacy.

What is Jon Luskin, Cfp®'s role at John C. Bogle Center for Financial Literacy?

Jon Luskin, Cfp® is listed as Board Member at John C. Bogle Center for Financial Literacy.

What is Jon Luskin, Cfp®'s email address?

AeroLeads has found 1 work email signal at @definefinancial.com for Jon Luskin, Cfp® at John C. Bogle Center for Financial Literacy.

What is Jon Luskin, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 858, 619 for Jon Luskin, Cfp® at John C. Bogle Center for Financial Literacy.

Where is Jon Luskin, Cfp® based?

Jon Luskin, Cfp® is based in San Diego, California, United States while working with John C. Bogle Center for Financial Literacy.

What companies has Jon Luskin, Cfp® worked for?

Jon Luskin, Cfp® has worked for John C. Bogle Center For Financial Literacy, John C Bogle Center For Financial Literacy, Luskin Financial Planning, Financial Planning Association (Fpa), and San Diego Financial Planning Firms.

How can I contact Jon Luskin, Cfp®?

You can use AeroLeads to view verified contact signals for Jon Luskin, Cfp® at John C. Bogle Center for Financial Literacy, including work email, phone, and LinkedIn data when available.

What schools did Jon Luskin, Cfp® attend?

Jon Luskin, Cfp® holds Certificate, Personal Financial Planning from Ucla Extension.

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