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.

Learn more at LeadIQ.com

Define Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing over $300 million for clients across 40+ 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.

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Define Financial Employee Directory

Find Define Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead