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Gathering insights about DEFINE FINANCIAL

Similar companies to DEFINE FINANCIAL

DEFINE FINANCIAL Tech Stack

DEFINE FINANCIAL uses 8 technology products and services including Google Cloud, OWL Carousel, jQuery, and more. Explore DEFINE FINANCIAL's tech stack below.

  • Google Cloud
    Infrastructure As A Service
  • OWL Carousel
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Gravatar
    Miscellaneous
  • Bootstrap
    UI Frameworks
  • SumoMe
    Widgets
  • AddThis
    Widgets

Media & News

DEFINE FINANCIAL's Email Address Formats

DEFINE FINANCIAL uses at least 1 format(s):
DEFINE FINANCIAL Email FormatsExamplePercentage
First@definefinancial.comJohn@definefinancial.com
25%
Last@definefinancial.comDoe@definefinancial.com
25%
First@definefinancial.comJohn@definefinancial.com
25%
Last@definefinancial.comDoe@definefinancial.com
25%

Frequently Asked Questions

Where is DEFINE FINANCIAL's headquarters located?

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DEFINE FINANCIAL's main headquarters is located at 750 B St Suite 3300 San Diego, CA 92116 US. The company has employees across 1 continents, including North America.

What is DEFINE FINANCIAL's phone number?

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You can contact DEFINE FINANCIAL's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is DEFINE FINANCIAL's official website and social media links?

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DEFINE FINANCIAL's official website is definefinancial.com and has social profiles on LinkedIn.

What is DEFINE FINANCIAL's SIC code NAICS code?

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DEFINE FINANCIAL's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does DEFINE FINANCIAL have currently?

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As of June 2021, DEFINE FINANCIAL has approximately 3 employees across 1 continents, including North America. Key team members include Founder & Financial Planner: T. S.Partner & Financial Planner: T. A.Client Service Manager: K. J.. Explore DEFINE FINANCIAL's employee directory with LeadIQ.

What industry does DEFINE FINANCIAL belong to?

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DEFINE FINANCIAL operates in the Financial Services industry.

What technology does DEFINE FINANCIAL use?

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DEFINE FINANCIAL's tech stack includes Google CloudOWL CarouseljQueryjQuery UIGravatarBootstrapSumoMeAddThis.

What is DEFINE FINANCIAL's email format?

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DEFINE FINANCIAL's email format typically follows the pattern of . Find more DEFINE FINANCIAL email formats with LeadIQ.
DEFINE FINANCIAL

DEFINE FINANCIAL

Financial ServicesCalifornia, United States2-10 Employees

Define Financial is an independent, boutique wealth management firm headquartered in San Diego, CA. We specialize in providing financial planning and asset management services to individual and institutional clients.

Do you think the next 30 years will look like the previous 30 years? We certainly don’t. Define was launched to provide a fresh, new perspective on the global financial markets and develop forward looking solutions to ensure our clients can reach their goals.

At Define Financial, we operate a little differently than the large brokerage firms. As an SEC registered firm, we are required to act in a fiduciary capacity - the highest standard of care. Put simply, our clients’ interests must be ahead of ours at all times. In addition, our fee structure is 100% transparent and we never accept compensation in the form of commissions. The only form of compensation we receive comes directly from our clients through a fee schedule that best suits their needs. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.

Section iconCompany Overview

Headquarters
750 B St Suite 3300 San Diego, CA 92116 US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

Section iconFunding & Financials

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