Define Financial

Name: Define Financial
Address: 12526 High Bluff Drive, San Diego, CA, 92130, US
Telephone: (858) 345-1197
Price range: $$$
Rating: 5

Your trusted partner for personalized financial planning and retirement strategies.

5(5 reviews)

financial-advising

$$$

Directions Call Website

About

Define Financial is a client-focused financial advisory firm based in San Diego, offering expert guidance for retirement planning, wealth management, and tax optimization. The team, including Taylor, Tyler, and Karen, provides a fiduciary approach with personalized strategies to demystify finance and ensure peace of mind. Known for their analytical expertise, responsiveness, and attention to detail, they help clients navigate complex financial transitions with clarity and confidence.

Photos

1 / 1

Location

12526 High Bluff Dr STE 270, San Diego, CA 92130, USA

Get directions

Information

12526 High Bluff Drive

San Diego, CA, 92130

(858) 345-1197 www.definefinancial.com/

Is this your business?

Claim Define Financial to manage your storefront, respond to reviews, and receive customer leads.

Services

Retirement Planning

Comprehensive strategies for transitioning into retirement, including income management and goal setting.

Investment Management

Tailored portfolio administration and investment advice to optimize growth and minimize risks.

Tax Optimization

Expert guidance on tax-efficient strategies to reduce liabilities and maximize savings.

Wealth Management

Holistic financial planning covering all aspects of your wealth, from assets to estate considerations.

Fiduciary Advisory Services

Client-focused advice with a fiduciary commitment to act in your best interests.

5.00 · 5 reviews

Overall rating

Craig Huitema

via Google

· 11 months ago

Taylor has built an outstanding, client focused firm. If you check out his social media content, you'll get a sense for his ability to provide substantive information in a coherent, concise way that demystifies a lot of the complexity inherent in finance. Define Financial applies that same skill to my (and I'm guessing every client) family's unique situation. They have been instrumental in helping us achieve our goals - especially Tyler. He listens really well, and is a total "finance nerd" (the highest compliment) in precisely the way you want your financial planner to be! That is to say he is very analytical, thorough, knowledgable, focused on details and sees the big picture. Karen is, in summary "on it." She is simply on top of everything, and seems to have a magic wand to remove all hassles, or friction in any form. These folks are true professionals and genuinely invested in our success.

Tim McConnell

via Google

· 11 months ago

The team at Define Financial has been great for us. While we truly trust the experience and focused care of Taylor and Tyler, as important and valued is the dedication and responsiveness from Karen in responding to every question and need.

M Robbins

via Google

· 1 year ago

Since August 2023, we have worked with the Define Financial team regarding our financial situation post-retirement. I listened to Taylor’s podcasts for over (6) months prior to our engagement to understand their approach and investment philosophy -- should have reached out earlier. A strong fiduciary approach and working with clients like us were (2) key deciding factors. Their expertise, recommendations and implemented plans have provided us with peace of mind and a clear path forward. A special thanks to Karen, whose work regarding portfolio administration has been exceptional. High marks for attention to detail, responsiveness, and the ability to simplify the processes for our numerous requests. We believe the Define Financial team has a genuine commitment to our financial well-being. We highly recommend their services to anyone seeking expert financial advice and guidance in retirement planning.

Frank Green

via Google

· 1 year ago

As my wife and I transitioned from earning and working to retirement and with all the financial changes that go along with switching gears, Define Financial is the perfect fit for us. Their knowledge of this phase in our financial life and their responsiveness to our questions really allows us to enjoy our retirement knowing that we are in very capable hands.

Letch Kline

via Google

· 1 year ago

We have had Define Finance as our Financial Advisor for over 2 years. I am very impressed with their attention to detail and overall approach to ensuring our finances are managed appropriately. They are insuring I am paying the least taxes, as well as keeping my nest egg appropriately invested. I can ask any question about all aspects of my wealth management and they will find the answer. I have full confidence in their team.

HealthMarkets Insurance - Marisa Bloom is a highly-rated insurance agency in San Diego, CA, specializing in health insurance solutions. Based on customer reviews, Marisa Bloom provides detailed, timely assistance with plan comparisons, enrollment, and ongoing support. She is noted for her knowledge, organization, and personable approach, helping clients navigate options like Medicare and long-term care. The agency emphasizes whole-person service, with reviews highlighting her dedication to guiding clients through every step.

View details →

accountant

San Diego, CA

Paul Anderson - CPA and Bookkeeping Firm

Paul Anderson - CPA and Bookkeeping Firm offers comprehensive accounting and bookkeeping services in San Diego, CA. With over 20 years of experience, Paul provides personalized tax preparation, financial planning, and business consulting. The firm is known for its meticulous attention to detail, clear explanations of complex financial matters, and commitment to client care. Serving individuals and small businesses, the team ensures accurate filings, optimized deductions, and proactive strategies to save time and money.

5.0

Directions Call