JOSH RENDLER, CFP®
Days My Life Changed
(Read on to Learn More)
I've Visited So Far
Fourth Out of Five Siblings
in the Rendler Clan
Places I'd Rather Call
Home Besides San Diego
Here at Define
After gaining solid experience in both the procedural and strategic sides of financial planning, I was thrilled to join Define Financial in 2023.
I love being part of a team that shares my passion for delivering the best possible client experience as our top priority. I’m also grateful to be at a place where I can add real value by applying my varied talents and interests to the families we serve.
My introduction to Define Financial came in 2017 when I was finishing my bachelor’s degree in financial services at San Diego State University.
As a member of the Financial Planning Association’s (FPA) student chapter, I participated in a 3-day mentorship program, shadowing a practicing financial advisor in their office.
That advisor was Define Financial founder, Taylor Schulte, CFP®. The experience turned out to be pivotal to my career.
After working at a couple of other firms and earning my CFP®, I came to realize that no other place is quite like Define Financial.
As I and the firm grew for a while along our separate paths, we both arrived at the right place and the right time for me to return to the origin for my interest in serving as a 100% fee-only, fiduciary advisor.
Personal Points of Interest
- San Diego Roots: Like Tyler and Taylor, I too am a San Diego native. I grew up in a big, boisterous household with four other siblings. Never a dull day for the Rendler clan!
- Local Entertainment: I don’t surf, but I love the beach, the local food scene, and hanging out with family, friends, and my dog Chewy (a Shiba Inu).
- Team Sports: I like to participate in and watch basketball, football, and other sports when I’m able—even though San Diego seems to be losing all its pro teams.
- Adventures Abroad: I also enjoy traveling, to see what else is out there. Iceland is a favorite of mine; it’s a very social culture, with spectacular nature.
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