• Skip to main content
  • Skip to footer

Define Financial

  • About ▾
    • Our Team
    • Case Studies
    • Awards & Press
    • Careers
    • Contact
  • Services ▾
    • Investment Management
    • Social Security Timing
    • Retirement Income
    • Tax Planning
    • Retirement Planning
    • Insurance Optimization
  • Blog
  • Clients ▾
    • Client Portal
    • Client Resources

Free Assessment

Home > Meet the team >Josh Rendler

JOSH RENDLER, CFP®

FINANCIAL PLANNER
Josh A. Rendler, CFP®

3

Days My Life Changed
(Read on to Learn More)

4

Foreign Countries
I've Visited So Far

#4

Fourth Out of Five Siblings
in the Rendler Clan

0

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.

Career Highlights

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.

josh rendler

Letters

The 10 Biggest Mistakes to Avoid
When Hiring an Advisor [FREE Guide]

"*" indicates required fields

Define financial footer logo

12526 High Bluff Dr
Suite 270
San Diego, CA 92130

(858) 345-1197

© 2025 Define Financial

About

Our Team

Case Studies

Awards & Press

Media Quotes

Contact Us

Services

Investment Management

Social Security Timing

Retirement Income

Tax Planning

Retirement Planning

Insurance Optimization

Clients

Client Portal

Client Resources

Education

Retirement Podcast

Blog

Retirement Statistics

Privacy Policy Disclosures Form CRS Accessibility

Fpa Memberlogo rpn-member Cfp Logo