Jon Luskin, MBA, CFP® 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 presents to advisor lay audiences alike on his original research on investing published in the academic peer-reviewed Financial Planning Association’s Journal of Financial Planning.
Jon blogs about financial planning minutia at JonLuskin.com. He also participates in the Financial Planning Associations’ MentorMatch program, both as a mentor and as a mentee.
When not practicing financial planning, Jon volunteers with San Diego’s canine rescue organizations, enjoys homebrewing, bbq’ing, Brazilian jiu-jitsu, and camping.
Favorite Podcast (at least for right now):
Choose FI (Financial Independence)
Will Show up to Your Dinner Party with:
Home-brewed beer and slow-smoked BBQ
Workout Regimine of the Moment:
John C. Bogle, Clark Howard
Is Reading Right Now:
Words that Work
Investment Approach Most Influenced by:
David F. Swensen, Cheif Investment Officer of Yale’s Endowment
Go-to Brewery in San Diego:
Ballast Point, to try all their ridiculous research & development (R & D) beers where the brewers include all sorts of weird ingredients in the brew, like rosemary leaves or chili peppers
Biggest Accomplishment (professionally):
Peer-reviewed papers published in the Financial Planning Association’s Journal of Financial Planning