Returning clients who desire additional time with Rick Ferri or Jon Luskin should contact us by email for a link to the "Returning Client Calendar".

    NEW INQUIRIES PLEASE NOTE: Rick Ferri's Portfolio 2nd Opinion consultation dates for NEW clients have been mostly reserved through 2021. Jon Luskin is currently available to assist new clients and would be happy to speak with you. If you're interested in becoming a client of Jon or Rick (in late 2021 or early 2022) and would like to discuss your situation during a complimentary 15-minute consultation with Jon, please complete the following contact form:

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