What departments does Define Financial have?

Define Financial has employees across 1 departments including Finance.

What is the largest department at Define Financial?

The largest department at Define Financial is Finance with 2 employees.

Where are Define Financial employees located globally?

Define Financial has employees across 1 continents and 1 countries including United States Of America.

How has Define Financial's team size changed over time?

Define Financial's team has grown from approximately 4 to 5 employees based on available data.

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Define Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Define Financial is a fee-only Registered Investment Advisor in the financial services field, based in San Diego, California. It oversees more than $300 million in client assets across clients in 40+ states. The firm has earned recognition for its independence, including a #2 ranking among Top Independent Financial Advisors by Investopedia in 2022, and its work has been cited in publications such as the Wall Street Journal, Bloomberg, and Business Insider.

It operates as a small team, delivering objective advisory services through an independent model. In October 2022, Expertise.com named Define Financial among the best financial advisors in San Diego.

Define Financial Global Highlights

North America
6

United States Of America
6

Define Financial's Leadership

T. S.
Founder & Financial Planner
Mobile Phone
Email
T. A.
Partner & Financial Planner
Mobile Phone
Email
J. R.
Partner
Mobile Phone
Email
K. J.
Client Service Manager
Mobile Phone
Email

Define Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business

Contact profiles from Define Financial

Name

Title

Contact Info

Location

Last Update

T. A.
Partner & Financial Planner
Mobile Phone
Email
United StatesCalifornia
Jun 04, 2025
T. S.
Founder & Financial Planner
Mobile Phone
Email
United StatesCalifornia
May 20, 2025
J. R.
Partner
Mobile Phone
Email
United StatesCalifornia
Apr 15, 2025
K. J.
Client Service Manager
Mobile Phone
Email
United StatesCalifornia
Jun 25, 2025

Frequently Asked Questions

What is Define Financial known for?

Define Financial was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 12526 High Bluff Drive Suite 270 San Diego, California 92130 United States; you can contact the main corporate office by phone at

+1-619-577-****

. Explore Define Financial's company overview page for more information.

What is Define Financial's most common email format?

Define Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Define Financial email formats with LeadIQ.

How many employees does Define Financial have currently?

Define Financial has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Define Financial's key employees and leadership?

As of June 2026, Define Financial's key employees include:

Founder & Financial Planner: T. S.
Partner & Financial Planner: T. A.
Partner: J. R.
Client Service Manager: K. J.

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Define Financial Employee Directory

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