Define Financial
Identity
- Name
- Define Financial
- Formatted address
- 12526 High Bluff Dr STE 270, San Diego, CA 92130, USA
- Phone
- (858) 345-1197
- Website
- https://www.definefinancial.com/
- Primary category
- Consultant
- Hours
- Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=4452074154915517986&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 10 | fresh |
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| compensation_model | fee_only | 9 | fresh |
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| service_delivery_model | not-established | 0 | fresh |
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Self-Claims
Firm Stated Facts
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categorized_as: financial planner
- definefinancial.com https://www.definefinancial.com/contact-define-financial/ self-published
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categorized_as: Financial Planner
- definefinancial.com https://www.definefinancial.com/ self-published
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categorized_as: LocalBusiness
- definefinancial.com https://www.definefinancial.com/ self-published
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client_specializations: people over 50, retirees
- definefinancial.com https://www.definefinancial.com/team/ self-published
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client_specializations: retirees
- definefinancial.com https://www.definefinancial.com/blog/ self-published
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client_specializations: retirees
- definefinancial.com https://www.definefinancial.com/services/ self-published
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client_specializations: retirement savers over age 50
- definefinancial.com https://www.definefinancial.com/ self-published
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client_specializations: retirement savers over age 50
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
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compensation_model: fee-only
- definefinancial.com https://www.definefinancial.com/team/ self-published
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compensation_model: fee-only
- definefinancial.com https://www.definefinancial.com/careers/ self-published
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compensation_model: fee-only
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
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compensation_model: fee-only
- definefinancial.com https://www.definefinancial.com/press/ self-published
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fiduciary_status: fiduciary
- definefinancial.com https://www.definefinancial.com/team/ self-published
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professional_certifications: CFP
- definefinancial.com https://www.definefinancial.com/press/ self-published
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professional_certifications: CFP
- definefinancial.com https://www.definefinancial.com/news-press/ self-published
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professional_certifications: CFP
- definefinancial.com https://www.definefinancial.com/team/ self-published
-
professional_certifications: CFP
- definefinancial.com https://www.definefinancial.com/blog/ self-published
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recommended_for: retirement planning
- definefinancial.com https://www.definefinancial.com/team/ self-published
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regulatory_registration: Registered Investment Advisor (RIA)
- definefinancial.com https://www.definefinancial.com/careers/ self-published
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service_delivery_model: hybrid
- definefinancial.com https://www.definefinancial.com/team/ self-published
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service_delivery_model: virtual
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
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services_offered: estate planning
- definefinancial.com https://www.definefinancial.com/services/ self-published
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services_offered: financial planning, investment management, retirement planning, tax planning, estate planning
- definefinancial.com https://www.definefinancial.com/ self-published
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services_offered: investment management
- definefinancial.com https://www.definefinancial.com/services/ self-published
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services_offered: ongoing retirement planning, proactive tax planning, and tax-smart investment management
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
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services_offered: retirement planning, tax planning
- definefinancial.com https://www.definefinancial.com/team/ self-published
-
services_offered: retirement planning, tax planning
- definefinancial.com https://www.definefinancial.com/news-press/ self-published
-
services_offered: retirement planning
- definefinancial.com https://www.definefinancial.com/services/ self-published
-
services_offered: retirement planning
- definefinancial.com https://www.definefinancial.com/contact-define-financial/ self-published
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services_offered: tax planning
- definefinancial.com https://www.definefinancial.com/services/ self-published
Performance Claims
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investment_methodology: evidence-based/academic
Self-described; not endorsed.
- definefinancial.com https://www.definefinancial.com/services/ self-published
Themed Claims
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professional certifications: cfp
Citation count: 2
- epodcastnetwork.com https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ independent
- facebook.com https://www.facebook.com/definefinancial/ independent
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regulatory registration: sec registered
Citation count: 2
- linkedin.com https://www.linkedin.com/company/define-financial independent
- mapquest.com https://www.mapquest.com/us/california/define-financial-278908383 independent
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services offered: financial plan
Citation count: 2
- sdvoyager.com https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ independent
- taylorschulte.com https://www.taylorschulte.com/ independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | DEFINE FINANCIAL, LLC, License #286648, CA | https://adviserinfo.sec.gov/firm/summary/286648 | registry_verified |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yelp.com/biz/select-physical-therapy-kearny-mesa-san-diego | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.bloomberg.com/profile/company/2542132D:US | kept |
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| services_offered | investment management, retirement income savings, tax planning, insurance optimization, and risk management services | https://www.bloomberg.com/profile/company/2542132D:US | kept |
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| categorized_as | financial advisory services company | https://www.bloomberg.com/profile/company/2542132D:US | kept |
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| categorized_as | financial planner | https://www.definefinancial.com/contact-define-financial/ | kept |
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| services_offered | retirement planning | https://www.definefinancial.com/contact-define-financial/ | kept |
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| fiduciary_status | fiduciary | https://www.mapquest.com/us/california/define-financial-278908383 | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/define-financial-278908383 | json_ld_parsed |
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| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/define-financial-278908383 | json_ld_parsed |
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| regulatory_registration | SEC registered | https://www.mapquest.com/us/california/define-financial-278908383 | kept |
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| compensation_model | fee-only | https://www.mapquest.com/us/california/define-financial-278908383 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/define-financial-278908383 | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/define-financial-278908383 | json_ld_parsed |
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| fiduciary_status | fiduciary | https://www.zoominfo.com/c/define-financial-llc/365464106 | kept |
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| categorized_as | financial planning firm | https://www.zoominfo.com/c/define-financial-llc/365464106 | kept |
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| compensation_model | fee-only | https://www.zoominfo.com/c/define-financial-llc/365464106 | kept |
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| services_offered | investment management, tax planning, and retirement solutions | https://www.zoominfo.com/c/define-financial-llc/365464106 | kept |
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| client_specializations | clients aged 50 and older | https://www.zoominfo.com/c/define-financial-llc/365464106 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.zoominfo.com/c/define-financial-llc/365464106 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://california.beautihost.com/agentcy/?q=define+financial+ca | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://fin.beautihost.com/california/?agency=define+financial+ca | kept |
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| categorized_as | Finance industry | https://fin.beautihost.com/california/?agency=define+financial+ca | kept |
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| client_specializations | individuals aged 50 and above | https://pillarwm.com/financial-advisors/listing/define-financial/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://pillarwm.com/financial-advisors/listing/define-financial/ | kept |
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| founded_by | e9ba353f-a684-48d6-9604-364d099b8c02 | https://pillarwm.com/financial-advisors/listing/define-financial/ | kept |
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| fiduciary_status | fiduciary | https://pillarwm.com/financial-advisors/listing/define-financial/ | kept |
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| compensation_model | fee-only | https://pillarwm.com/financial-advisors/listing/define-financial/ | kept |
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| services_offered | investment management, tax planning, retirement income planning, and insurance optimization | https://pillarwm.com/financial-advisors/listing/define-financial/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://pillarwm.com/investment-firms/listing/define-financial/ | kept |
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| categorized_as | investment firms | https://pillarwm.com/investment-firms/listing/define-financial/ | kept |
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| services_offered | personalized planning | https://pillarwm.com/investment-firms/listing/define-financial/ | kept |
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| fiduciary_status | fiduciary | https://pillarwm.com/investment-firms/listing/define-financial/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://usa.beautihost.com/california/agentcy/?q=define+financial+ca | kept |
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| categorized_as | LocalBusiness | https://www.definefinancial.com/ | json_ld_parsed |
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| client_specializations | retirement savers over age 50 | https://www.definefinancial.com/ | kept |
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| services_offered | financial planning, investment management, retirement planning, tax planning, estate planning | https://www.definefinancial.com/ | kept |
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| featured_on | 97da3f44-2509-40cc-9b3c-eefd0282c563 | https://www.definefinancial.com/ | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.definefinancial.com/ | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.definefinancial.com/ | json_ld_parsed |
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| categorized_as | Financial Planner | https://www.definefinancial.com/ | kept |
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| professional_certifications | CFP | https://www.definefinancial.com/blog/ | kept |
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| client_specializations | retirees | https://www.definefinancial.com/blog/ | kept |
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| regulatory_registration | Registered Investment Advisor (RIA) | https://www.definefinancial.com/careers/ | kept |
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| compensation_model | fee-only | https://www.definefinancial.com/careers/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.definefinancial.com/careers/ | kept |
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| professional_certifications | CFP | https://www.definefinancial.com/news-press/ | kept |
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| founded_by | e9ba353f-a684-48d6-9604-364d099b8c02 | https://www.definefinancial.com/news-press/ | kept |
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| has_accolade | 72d617f2-e8c0-4bc0-91e2-4ba5fabaaf48 | https://www.definefinancial.com/news-press/ | kept |
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| has_accolade | 9ea9117b-c39d-430d-a265-a6ac7b94f517 | https://www.definefinancial.com/news-press/ | kept |
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| services_offered | retirement planning, tax planning | https://www.definefinancial.com/news-press/ | kept |
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| professional_certifications | CFP | https://www.definefinancial.com/press/ | kept |
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| featured_on | 97da3f44-2509-40cc-9b3c-eefd0282c563 | https://www.definefinancial.com/press/ | kept |
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| compensation_model | fee-only | https://www.definefinancial.com/press/ | kept |
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| services_offered | ongoing retirement planning, proactive tax planning, and tax-smart investment management | https://www.definefinancial.com/retirement-process/ | kept |
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| service_delivery_model | virtual | https://www.definefinancial.com/retirement-process/ | fixed |
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| client_specializations | retirement savers over age 50 | https://www.definefinancial.com/retirement-process/ | kept |
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| compensation_model | fee-only | https://www.definefinancial.com/retirement-process/ | kept |
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| services_offered | investment management | https://www.definefinancial.com/services/ | kept |
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| services_offered | estate planning | https://www.definefinancial.com/services/ | kept |
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| services_offered | tax planning | https://www.definefinancial.com/services/ | kept |
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| services_offered | retirement planning | https://www.definefinancial.com/services/ | kept |
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| client_specializations | retirees | https://www.definefinancial.com/services/ | kept |
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| investment_methodology | evidence-based/academic | https://www.definefinancial.com/services/ | kept |
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| client_specializations | people over 50, retirees | https://www.definefinancial.com/team/ | kept |
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| service_delivery_model | hybrid | https://www.definefinancial.com/team/ | kept |
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| fiduciary_status | fiduciary | https://www.definefinancial.com/team/ | kept |
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| professional_certifications | CFP | https://www.definefinancial.com/team/ | kept |
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| compensation_model | fee-only | https://www.definefinancial.com/team/ | kept |
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| recommended_for | retirement planning | https://www.definefinancial.com/team/ | kept |
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| services_offered | retirement planning, tax planning | https://www.definefinancial.com/team/ | kept |
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| categorized_as | Insurance | https://www.yelp.com/search?cflt=financialservices&find_loc=Sorrento+Valley,+San+Diego,+CA | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?cflt=financialservices&find_loc=Sorrento+Valley,+San+Diego,+CA | kept |
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| featured_on | 4995e4ba-dca3-4405-83ce-f769457123da | https://www.yelp.com/search?cflt=financialservices&find_loc=Sorrento+Valley,+San+Diego,+CA | kept |
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| categorized_as | Investing | https://www.yelp.com/search?cflt=financialservices&find_loc=Sorrento+Valley,+San+Diego,+CA | kept |
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| services_offered | Financial Advising, Insurance, Investing | https://www.yelp.com/search?cflt=investing&find_near=jake-harrison-ameriprise-financial-services-san-diego | kept |
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| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Charles+Schwab&find_loc=Carmel+Valley,+San+Diego,+CA+92130 | kept |
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| categorized_as | financial advisor | https://www.yelp.com/search?find_desc=fee+only+financial+advisor&find_loc=San+Diego,+CA | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/search?find_desc=fee+only+financial+advisor&find_loc=San+Diego,+CA | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?find_desc=Investing&find_near=define-financial-san-diego | kept |
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| categorized_as | Investing | https://www.yelp.com/search?find_desc=Investing&find_near=define-financial-san-diego | kept |
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| categorized_as | Insurance | https://www.yelp.com/search?find_desc=Investing&find_near=define-financial-san-diego | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/san-diego/define-financial-286648/ | json_ld_parsed |
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| categorized_as | LocalBusiness | https://indyfin.com/financial-advisor-firm/california/san-diego/define-financial-286648/ | json_ld_parsed |
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| regulatory_registration | registered or notice filed in California | https://indyfin.com/financial-advisor-firm/california/san-diego/define-financial-286648/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://indyfin.com/financial-advisor-firm/california/san-diego/define-financial-286648/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | kept |
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| has_rating | 5 | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | json_ld_parsed |
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| services_offered | retirement planning | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | kept |
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| fiduciary_status | fiduciary | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | kept |
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| services_offered | tax planning | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | kept |
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| services_offered | investment management | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | kept |
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| categorized_as | financial advisor | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | json_ld_parsed |
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| categorized_as | LocalBusiness | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | json_ld_parsed |
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| client_specializations | high-net-worth individuals | https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://nextdoor.com/pages/define-financial-carlsbad-ca/ | kept |
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| services_offered | tax planning, investment management, retirement planning | https://nextdoor.com/pages/define-financial-carlsbad-ca/ | kept |
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| categorized_as | Professional services | https://nextdoor.com/pages/define-financial-carlsbad-ca/ | kept |
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| categorized_as | Financial advisor | https://nextdoor.com/pages/define-financial-carlsbad-ca/ | kept |
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| categorized_as | LocalBusiness | https://nextdoor.com/pages/define-financial-carlsbad-ca/ | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/define-financial-carlsbad-ca/ | json_ld_parsed |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://nextdoor.com/pages/define-financial-carlsbad-ca/ | json_ld_parsed |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ | kept |
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| client_specializations | Retirees, pre-retirees, HENRYs (High-Earners-Not-Rich-Yet) | https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ | kept |
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| services_offered | financial planning | https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ | kept |
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| fiduciary_status | fiduciary | https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ | kept |
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| compensation_model | fee-only | https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ | kept |
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| professional_certifications | CFP | https://www.facebook.com/definefinancial/ | kept |
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| compensation_model | fee-only | https://www.facebook.com/definefinancial/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.facebook.com/definefinancial/ | kept |
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| categorized_as | Financial Planner | https://www.facebook.com/definefinancial/ | kept |
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| client_specializations | busy professionals and retirees | https://www.facebook.com/definefinancial/ | kept |
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| fiduciary_status | Fiduciary | https://www.facebook.com/definefinancial/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/define-financial | json_ld_parsed |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/company/define-financial | kept |
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| regulatory_registration | SEC registered | https://www.linkedin.com/company/define-financial | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/define-financial | json_ld_parsed |
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| fiduciary_status | fiduciary | https://www.linkedin.com/company/define-financial | kept |
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| compensation_model | fee-only | https://www.linkedin.com/company/define-financial | kept |
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| client_specializations | individual and institutional clients | https://www.linkedin.com/company/define-financial | kept |
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| services_offered | financial planning, asset management | https://www.linkedin.com/company/define-financial | kept |
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| client_specializations | people over age 50 | https://www.taylorschulte.com/ | kept |
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| services_offered | financial planning | https://www.taylorschulte.com/ | kept |
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| fiduciary_status | fiduciary | https://www.taylorschulte.com/ | kept |
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| compensation_model | fee-only | https://www.taylorschulte.com/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.taylorschulte.com/ | kept |
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| founded_by | e9ba353f-a684-48d6-9604-364d099b8c02 | https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ | kept |
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| professional_certifications | CFP | https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ | kept |
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| client_specializations | young professionals, small businesses | https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ | kept |
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| featured_on | ef35a21e-9d08-4b87-ad55-a4bc41b18b4a | https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ | kept |
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| categorized_as | wealth management firm | https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ | kept |
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| services_offered | financial planning, retirement planning | https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ | kept |
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| featured_on | ef35a21e-9d08-4b87-ad55-a4bc41b18b4a | https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ | kept |
|
|
| categorized_as | FinancialService | https://local.yahoo.com/info-177924542-define-financial-san-diego/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-177924542-define-financial-san-diego/ | json_ld_parsed |
|
|
| categorized_as | Financial Consulting | https://local.yahoo.com/info-177924542-define-financial-san-diego/ | kept |
|
|
| fiduciary_status | fiduciary | https://local.yahoo.com/info-177924542-define-financial-san-diego/ | kept |
|
|
| services_offered | investment management, tax planning, retirement planning | https://local.yahoo.com/info-177924542-define-financial-san-diego/ | kept |
|
|
| compensation_model | fee-only | https://local.yahoo.com/info-177924542-define-financial-san-diego/ | kept |
|
|
| client_specializations | people aged 50+; diligent retirement savers who have a nest egg of $2 Million or more | https://local.yahoo.com/info-177924542-define-financial-san-diego/ | kept |
|
|
| services_offered | investment management, retirement planning, tax planning | https://www.yelp.com/biz/define-financial-san-diego | kept |
|
|
| has_accolade | 88d43526-5749-48f4-9f5c-fc2b57f2548c | https://www.yelp.com/biz/define-financial-san-diego | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/define-financial-san-diego | kept |
|
|
| compensation_model | fee-only | https://www.yelp.com/biz/define-financial-san-diego | kept |
|
|
| client_specializations | people aged 50+ and retirement savers with a nest egg of $2 Million or more | https://www.yelp.com/biz/define-financial-san-diego | kept |
|
|
| fiduciary_status | fiduciary | https://www.yelp.com/biz/define-financial-san-diego | kept |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- definefinancial.com https://www.definefinancial.com/blog/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- definefinancial.com https://www.definefinancial.com/news-press/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- definefinancial.com https://www.definefinancial.com/press/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- definefinancial.com https://www.definefinancial.com/team/ self-published
Self-asserted.
-
investment_adviser_registration: DEFINE FINANCIAL, LLC, License #286648, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/286648 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/286648 independent
-
investment_adviser_registration: Registered Investment Advisor (RIA)
claimed_unverified
- definefinancial.com https://www.definefinancial.com/careers/ self-published
Self-asserted.
What We Do Not Know
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 13
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/286648 independent
- epodcastnetwork.com https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ independent
- local.yahoo.com https://local.yahoo.com/info-177924542-define-financial-san-diego/ independent
- mployeradvisor.com https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/define-financial/ independent
- sdvoyager.com https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ independent
- definefinancial.com https://www.definefinancial.com/ self-published
- definefinancial.com https://www.definefinancial.com/blog/ self-published
- definefinancial.com https://www.definefinancial.com/careers/ self-published
- definefinancial.com https://www.definefinancial.com/contact-define-financial/ self-published
- definefinancial.com https://www.definefinancial.com/news-press/ self-published
- definefinancial.com https://www.definefinancial.com/press/ self-published
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
- definefinancial.com https://www.definefinancial.com/services/ self-published
- definefinancial.com https://www.definefinancial.com/team/ self-published
- facebook.com https://www.facebook.com/definefinancial/ independent
- linkedin.com https://www.linkedin.com/company/define-financial independent
- mapquest.com https://www.mapquest.com/us/california/define-financial-278908383 independent
- taylorschulte.com https://www.taylorschulte.com/ independent
- yelp.com https://www.yelp.com/biz/define-financial-san-diego aggregated
- zoominfo.com https://www.zoominfo.com/c/define-financial-llc/365464106 independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/286648 independent
- epodcastnetwork.com https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ independent
- local.yahoo.com https://local.yahoo.com/info-177924542-define-financial-san-diego/ independent
- mployeradvisor.com https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/define-financial/ independent
- sdvoyager.com https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ independent
- definefinancial.com https://www.definefinancial.com/ self-published
- definefinancial.com https://www.definefinancial.com/blog/ self-published
- definefinancial.com https://www.definefinancial.com/careers/ self-published
- definefinancial.com https://www.definefinancial.com/contact-define-financial/ self-published
- definefinancial.com https://www.definefinancial.com/news-press/ self-published
- definefinancial.com https://www.definefinancial.com/press/ self-published
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
- definefinancial.com https://www.definefinancial.com/services/ self-published
- definefinancial.com https://www.definefinancial.com/team/ self-published
- facebook.com https://www.facebook.com/definefinancial/ independent
- linkedin.com https://www.linkedin.com/company/define-financial independent
- mapquest.com https://www.mapquest.com/us/california/define-financial-278908383 independent
- taylorschulte.com https://www.taylorschulte.com/ independent
- yelp.com https://www.yelp.com/biz/define-financial-san-diego aggregated
- zoominfo.com https://www.zoominfo.com/c/define-financial-llc/365464106 independent
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/286648 independent
- epodcastnetwork.com https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ independent
- local.yahoo.com https://local.yahoo.com/info-177924542-define-financial-san-diego/ independent
- mployeradvisor.com https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/define-financial/ independent
- sdvoyager.com https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ independent
- definefinancial.com https://www.definefinancial.com/ self-published
- definefinancial.com https://www.definefinancial.com/blog/ self-published
- definefinancial.com https://www.definefinancial.com/careers/ self-published
- definefinancial.com https://www.definefinancial.com/contact-define-financial/ self-published
- definefinancial.com https://www.definefinancial.com/news-press/ self-published
- definefinancial.com https://www.definefinancial.com/press/ self-published
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
- definefinancial.com https://www.definefinancial.com/services/ self-published
- definefinancial.com https://www.definefinancial.com/team/ self-published
- facebook.com https://www.facebook.com/definefinancial/ independent
- linkedin.com https://www.linkedin.com/company/define-financial independent
- mapquest.com https://www.mapquest.com/us/california/define-financial-278908383 independent
- taylorschulte.com https://www.taylorschulte.com/ independent
- yelp.com https://www.yelp.com/biz/define-financial-san-diego aggregated
- zoominfo.com https://www.zoominfo.com/c/define-financial-llc/365464106 independent
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/286648 independent
- epodcastnetwork.com https://epodcastnetwork.com/a-qa-with-define-financial-founder-ceo-taylor-schulte-cfp/ independent
- local.yahoo.com https://local.yahoo.com/info-177924542-define-financial-san-diego/ independent
- mployeradvisor.com https://mployeradvisor.com/financial-advisors/california/san-diego/define-financial--llc independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/define-financial/ independent
- sdvoyager.com https://sdvoyager.com/interview/meet-define-financial-downtown-san-diego/ independent
- definefinancial.com https://www.definefinancial.com/ self-published
- definefinancial.com https://www.definefinancial.com/blog/ self-published
- definefinancial.com https://www.definefinancial.com/careers/ self-published
- definefinancial.com https://www.definefinancial.com/contact-define-financial/ self-published
- definefinancial.com https://www.definefinancial.com/news-press/ self-published
- definefinancial.com https://www.definefinancial.com/press/ self-published
- definefinancial.com https://www.definefinancial.com/retirement-process/ self-published
- definefinancial.com https://www.definefinancial.com/services/ self-published
- definefinancial.com https://www.definefinancial.com/team/ self-published
- facebook.com https://www.facebook.com/definefinancial/ independent
- linkedin.com https://www.linkedin.com/company/define-financial independent
- mapquest.com https://www.mapquest.com/us/california/define-financial-278908383 independent
- taylorschulte.com https://www.taylorschulte.com/ independent
- yelp.com https://www.yelp.com/biz/define-financial-san-diego aggregated
- zoominfo.com https://www.zoominfo.com/c/define-financial-llc/365464106 independent