We know the process of finding a qualified financial advisor can be confusing and overwhelming. We want to make this really easy for you.

Define Financial is a fee-only wealth management firm headquartered in San Diego, CA. We provide comprehensive financial planning and investment management services to busy professionals and retirees.

We don’t sell products. We never receive kickbacks or commissions for what we recommend. And we are legally bound by the fiduciary standard 100% of the time (i.e. we have structured our business so that we are personally liable if we give you bad advice).

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