Joshua Alan Rendler
Investment adviser representative at Define Financial, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$314.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Define Financial, LLCApr 2023 to now
- Pacific Wealth Management, LLCMar 2022 to Apr 2023
- Ameriprise Financial Services, LLCJan 2019 to Mar 2022
- San Diego StateAug 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Define Financial, LLC
$314.6MAssets managed
119Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6964024
- Firm CRD
- 286648