When I’m not blogging 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. In it’s most basic form, we help clients:
- Understand where they are at today, financially.
- Identify where they want to be in 10, 20, 30+ years from now.
- Develop a comprehensive roadmap to help get them there.
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.
To learn more, visit the Start Here page.
You can also send me a quick note HERE.
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