Jon Luskin, CFP® • Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

Succesion Planning Acquisition Firm Org Chart

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How one San Diego financial planning firm structured their team to execute business acquisitions.

How one San Diego financial planning firm structured their team to execute business acquisitions.

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Disclosures & Legal

Jon Luskin is able to work with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.