When I’m not writing about financial topics on Stay Wealthy San Diego, I’m practicing financial planning and investment management at Define Financial.
Define Financial is a commission-free wealth management firm dedicated to busy professionals and retirees who want to maximize their money. We work together to:
- Show you where you stand with your finances today.
- Help you identify the goals you want to reach in the future.
- Develop a plan to get you there by creating a strategy that shows you how to confidently use your money to get what you want.
Best of all, we never receive compensation in the form of commissions. Our compensation comes directly from our clients through a custom, transparent fee schedule that fits their needs.
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