San Diego, CA
Welcome! I'm a CERTIFIED FINANCIAL PLANNER™ Professional and Founder of Define Financial - a fee-only financial planning firm in San Diego, CA.
Since launching Define Financial, I have been recognized as a "Top 40 Advisor Under 40" by InvestmentNews and a "Young Advisor to Watch" by Financial Advisor Magazine.
I'm a regular contributor to Kiplinger and my commentary is regularly featured in a number of publications such as The Wall Street Journal, CNBC, Forbes, Bloomberg, and the San Diego Business Journal.
I’m also the host of a financial advisor marketing podcast called "Experiments in Advisor Marketing" and retirement podcast called “Stay Wealthy."
When I’m not perfecting financial plans, you can find me traveling with my wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.