The team at Define Financial is excellent across the board. Their advice and portfolio management greatly exceeds the cost. I don't have to worry about the markets--my advisor is doing that for me while I get to enjoy improving my golf game.
May 2024
Always provide excellent financial advice in a warm, friendly and personal manner- the team prepares for my individual needs and is easy to work with!! Highly recommend their services.
March 2023
Everything was great. The workers were good very polite. Everything was explained extremely well. I would recommend this business to everyone.
Define Financial is a San Diego Financial Planner and was ranked as the #2 Top Independent Financial Advisor in the U.S. by Investopedia. The firm specializes in helping retirement savers over age 50 reduce their tax bill, invest smarter, and optimize their retirement income paycheck.
