Define Financial
Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing $300 million for more than 100 families across 30+ 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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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
4.3K
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- TS
Taylor Schulte
Tm · General Business & Management
EmailPhone - TA
Tyler Aubrey
Partner & Financial Planner · Finance & Accounting
EmailPhone - KJ
Karen Jackson
Client Service Manager · Customer/Client Service
EmailPhone - JR
Josh Rendler
Financial Planner · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Define Financial
4 distinct titles indexed · top 4 shown.
- 1client service manager
- 1financial planner
- 1partner & financial planner
- 1tm
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