Define Financial Employee Directory

Q: What is Define Financial known for?

Define Financial was founded in 2014. Define Financial operates in the Financial Services industry.

Q: How many employees does Define Financial have currently?

Define Financial has approximately 5 employees.

Financial ServicesCalifornia, United States2-10 Employees

Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing $300 million for more than 100 families across 30+ states. In 2022, we were named the #2 Top Independent Financial Advisor by Investopedia, and our contributions are regularly featured in publications such as Wall Street Journal, Bloomberg, and Business Insider.

Find Define Financial employees' phone numbers or email addresses

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 750 b Street Suite 3300 San Diego, California 92116 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 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Define Financial's key employees and leadership?

As of February 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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