JOSH RENDLER, CFP®
FINANCIAL PLANNER
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.
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