Define Financial warmly welcomes Josh Rendler, CFP® to our growing team in an intriguing, full-circle journey for Josh and our firm.
“Josh’s deep knowledge of the retirement planning process will prove to be an asset to both our team and most importantly, our clients,” said Tyler Aubrey, Partner & Lead Financial Planner.
“We are excited to have him on the team and look forward to his knowledge and experience helping us become even better at what do.”
A Six-Year “Job Interview”
Josh’s introduction to Define Financial was in 2017, when he was pursuing his bachelor’s degree in financial services at San Diego State University.
As a member of the Financial Planning Association’s (FPA) student chapter, Josh participated in a mentorship program, spending three days shadowing a practicing advisor in their office.
That advisor was Define Financial founder, Taylor Schulte, CFP®.
“Those three days with Taylor solidified many of the core beliefs and principles I’ve carried with me ever since.” ~Josh Rendler
Back to the Beginning
After meeting Taylor, Josh graduated college and subsequently began his career as a CFP® Professional.
But even as he gained critical financial planning experience at other firms, he never lost touch with Define Financial. He reached out from time to time and followed the firm’s success from afar.
Finally, in 2023, Define began its hunt to find another planner to join the growing practice.
Around the same time the job opening was announced, Taylor publicly shared some of his favorite career tips for aspiring financial planners on an industry podcast.
Specifically, he encouraged them to get out from behind the computer screen to stand out from other candidates:
“Identify a handful of firms you would love to work with, learn everything you can about them, put on your nicest suit, grab a stack of resumes, and stop by their office to introduce yourself.”
And that is exactly what Josh did. 👏
Beyond his earlier taste of the firm, Josh’s versatile experience was an appealing value-add for Define Financial and its trusted clients.
Past positions included both process-oriented and strategic planning roles. Plus, Josh shares Define’s client-centric values, rigorous planning focus, and evidence-based investment philosophy.
Josh expanded by sharing the following:
“It took some time to realize that no other firm is quite like this place. Having met Taylor at the very beginning, I’m thrilled to be returning to where it all began.”
San Diego Roots
Like Define Financial’s partners, Taylor and Tyler, Josh is San Diego native, with lifelong friends and strong family roots in his hometown.
He doesn’t surf, but he loves the ocean. He is also a big fan of San Diego’s food scene.
Josh enjoys watching and participating in competitive sports, as well as spending time with his dog Chewy, a Shiba Inu. (No, he does not own any Dogecoin. 😜)
While he can’t imagine calling anywhere else home, Josh does like to travel, “to see what else is out there.”
Welcome to the team, Josh!
About Define Financial
Define Financial is a commission-free retirement planning firm headquartered in San Diego, CA. Founded in 2014 by Taylor Schulte, CFP®, CEO, the firm specializes in retirement and tax planning for individuals over age 50.
Define Financial prides itself on adhering to the Fiduciary Standard 100% of the time, ensuring clients’ interests are always put first. Its comprehensive suite of services include investment management, retirement and tax planning, charitable giving strategies, insurance optimization, and Social Security timing. To learn more, visit www.definefinancial.com.
