We are building the country's leading retirement planning firm, and we are doing it by putting people first.
Yes, we’re known for tax-focused planning and evidence-based investing. But our true differentiator is how we show up: prepared, proactive, and deeply invested in the people we serve.
We’re growing thoughtfully and looking for people who want to own that vision. If you’re looking for a place to hone your craft, do meaningful work for real families, and support the mission of a firm we’re proud to call home, we’d love to talk.
Who We Are
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.
You can learn more about us by:
- Meeting our team
- Listening to our Apple Top 100 Retirement Podcast
- Watching our videos
How We Work & What We Value
Our team shares a core belief: great planning only happens when planners thrive.
That means clear processes, high standards, and a culture that encourages growth, curiosity, and humility.
People who succeed here are:
- Client-obsessed and driven to provide thoughtful, comprehensive planning
- Reliable and detail-oriented, with strong follow-through
- Eager learners, especially in complex tax and retirement topics
- Collaborative, generous with knowledge, and comfortable in a team-based model
- Emotionally intelligent, able to earn trust with clients and colleagues
- Calm under pressure, steady during surge seasons and client transitions
We give planners the space, support, and education to grow into meaningful client-facing roles—and we structure the firm accordingly.
Our Philosophy
A few principles guide how we serve clients and support our team:
- We believe deep expertise creates extraordinary client outcomes.
- We prioritize long-term relationships over quick wins.
- We invest in planners through mentorship, education, and shared knowledge.
- We operate as a unified team—not silos or “book ownership.”
- We believe planners do their best work with clarity, support, and accountability.
Our goal is to help you grow into a highly capable, highly trusted planner who can make a meaningful impact in clients’ lives for decades.
Open Roles
Click Here To Learn More About Future Opportunities
