Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing over $300 million for clients across 40+ states. In 2022, we were named the #2 Top Independent Financial Advisor by Investopedia, and our contributions are regularly featured in publications such as Wall Street Journal, Bloomberg, and Business Insider.
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DEFINE FINANCIAL Questions
The DEFINE FINANCIAL annual revenue was $3 million in 2026.
Josh Rendler is the Partner of DEFINE FINANCIAL.
6 people are employed at DEFINE FINANCIAL.
DEFINE FINANCIAL is based in San Diego, California.
The NAICS codes for DEFINE FINANCIAL are [5239, 523, 52, 52393].
The SIC codes for DEFINE FINANCIAL are [62, 628].
Top DEFINE FINANCIAL Employees
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Taylor Schulte
Co-Host – Kitces Summits at DEFINE FINANCIAL
San Diego, CA, US35+ -
Tyler Aubrey
Partner and Financial Planner at DEFINE FINANCIAL
San Diego, CA, US13 -
Josh Rendler
Partner at DEFINE FINANCIAL
San Diego, CA, US13 -
Mariani Hummel
Associate Financial Planner at DEFINE FINANCIAL
San Diego, CA, US13 -
Karen Jackson
Client Service Manager at DEFINE FINANCIAL
San Diego, CA, US1 -
Charlie Schwab
Financial Planner at DEFINE FINANCIAL
San Diego, CA, US23
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