Define Financial, LLC

Taylor Schulte is a CFP® professional with 18 years of industry experience and is currently affiliated with Define Financial, LLC. He has held roles at Schulte Ventures, LLC, ADVISOR GC, LLC dba THE AGC, and Advanced Practice Advisors, LLC. Outside of his advisory work, Schulte is involved in creating and consulting on online educational content through Schulte Ventures, LLC and contributes to Wealthtender, Inc., a personal finance content publication platform. Define Financial, LLC is an SEC-registered investment adviser serving individual clients, including high-net-worth households, and charitable organizations. The firm offers discretionary investment management, comprehensive financial planning, and pension consulting, typically implementing passive, risk-based portfolios constructed with index mutual funds and ETFs.

Joshua Rendler is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Define Financial, LLC and has previously worked at Pacific Wealth Management, LLC and Ameriprise Financial Services, LLC. Define Financial, LLC is an SEC-registered investment adviser that serves individual clients, including high-net-worth households, and charitable organizations. The firm provides discretionary investment management, comprehensive financial planning, and pension consulting services, typically implementing passive, risk-based portfolios using index mutual funds and ETFs.

Tyler Aubrey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Define Financial, LLC. He previously worked at Securities America Advisors and General Dynamics NASSCO. Outside of his advisory role, he volunteers annually at a charity golf tournament in Borrego Springs, CA, where he assists with tournament organization and scoring. Define Financial, LLC is an SEC-registered investment adviser serving individual clients, including high-net-worth households, and charitable organizations. The firm offers discretionary investment management, financial planning, and pension consulting, typically using passive, risk-based portfolios constructed with index mutual funds and ETFs.

Charles Schwab is a CFP® professional associated with Cerity Partners LLC in San Diego, CA. He has experience working with Define Financial, LLC, Cerity Partners, Cetera Financial Group, and Ginsburg Financial Advisors, as well as prior roles in education and at Roche Molecular Systems. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.