I worked for large wealth management firms for half of my career.
They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.
In 2014, I launched Define Financial. We are a team of award-winning CFP® Professionals who specialize in retirement & tax planning for people over age 50.
We help our clients reduce taxes, invest smarter, and retire on their terms.
Since starting Define Financial, I’ve been recognized as The #3 Independent Financial Advisor in 2021 by Investopedia and a multi-year award-winning Wealth Manager in San Diego Magazine.
I’m also a columnist for Kiplinger, host a Forbes Top 10 Retirement Podcast, and frequently contribute to the media as a financial expert.
I’m a proud member of the following professional organizations:
- CFP® Board
- Financial Planning Association (FPA)
- Retirement Podcast Network
- National Association of Personal Financial Advisors (NAPFA)
- Fee-Only Network
- San Diego Financial Advisors Network
When I’m not perfecting retirement plans, you can find me traveling with my wife and kids (Sawyer, Sutton, and Cece), searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
