Define Financial: Detailed Company Information & Corporate Profile

Contact top employees from Define Financial

Summary

Define Financial is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Diego, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Define Financial varies between 1 and 10M. To connect with Define Financial employee register on SignalHire.

Define Financial Websitedefinefinancial.com
Social Links
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Phone Number858-345-1197
Industries
Define Financial Headquarters address12526 High Bluff Dr, San Diego, California, 92130 US
Company Size1-10 employees
SpecialtiesFinancial Planning, Investment Management, Retirement Planning, Charitable Planning, Tax Planning, Wealth Management, Financial Advisory, Social Security Planning, Estate Planning, Long-Term Care Planning
SIC Code6189, 6199
DMA CodeSan Diego County
Founded2014
Estimated Annual Revenue$1 - 10M
Operating StatusIndependent Company

Competitors

Name
Founded
Type
Employees
Revenue
Funding
2000Privately
Held
10-50 10.1M $-
2018- 1-10 2.5M $-
2026- 1-10 6.3M $-

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Define Financial's workforce includes employees across a wide range of tenure levels.

100% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Define Financial
Taylor Schulte
Taylor SchulteFounder & CEO
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Charlie Schwab
Charlie SchwabFinancial Planner
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Tyler Aubrey
Tyler AubreyPartner & Financial Planner
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Taylor Schulte
Taylor SchulteFounder & Financial Planner
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Karen Jackson
Karen JacksonClient Service Manager
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Mariani Hummel
Mariani HummelAssociate Financial Planner
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Define Financial Corporate Information: FAQ

Define Financial operates in the Finance industries. More details can be found on the official website: definefinancial.com.
Define Financial has offices located in San Diego, US.
The headquarters of Define Financial are located in San Diego, United States.
You can contact Define Financial by phone at 858-345-1197.
Define Financial currently employs 1-10 people.
Define Financial's revenue is approximately 3.1M.
Well-known competitors of Define Financial include Trinity Financial Partners, Inlet Private Wealth and Preferred Trust.

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