I’m the Founder & CEO of Define Financial, a fee-only retirement planning firm in San Diego, CA.
We are a team of award-winning CFP® Professionals helping investors over age 50 lower their tax bill in retirement. 
We do our best work with:
- Investors over age 50 who are retired or nearing retirement
- Diligent savers who have accumulated investment and retirement assets of $1 million or more
- People who understand that the success of their retirement is too important to be doing it themselves and value expert guidance
For more information and to see if we are a potential fit, learn about our Free Retirement Checkup™.