Josh Rendler, CFP®
Retirement and tax planning for people over age 50.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Define Financial
Josh Rendler, CFP®
San Diego, CA
Serving Clients Nationwide
Retirement and tax planning for people over age 50.
Areas of Focus
- Investment Management
- Retirement Planning
- Social Security
- Taxes
- Travel
About Me
Hi, I'm Josh Rendler. After gaining solid experience in both the procedural and strategic sides of financial planning, I was thrilled to join Define Financial in 2023.I love being part of a team that shares my passion for delivering the best possible client experience as our top priority. I’m also grateful to be at a place where I can add real value by applying my varied talents and interests to the families we serve.
➡️ Career Highlights
My introduction to Define Financial came in 2017 when I was finishing my bachelor’s degree in financial services at San Diego State University.
As a member of the Financial Planning Association’s (FPA) student chapter, I participated in a 3-day mentorship program, shadowing a practicing financial advisor in their office.
That advisor was Define Financial founder, Taylor Schulte, CFP®. The experience turned out to be pivotal to my career.
After working at a couple of other firms and earning my CFP®, I came to realize that no other place is quite like Define Financial.
As I and the firm grew for a while along our separate paths, we both arrived at the right place and the right time for me to return to the origin for my interest in serving as a 100% fee-only, fiduciary advisor.
➡️ Personal Points of Interest
San Diego Roots: Like Tyler and Taylor, I, too, am a San Diego native. I grew up in a big, boisterous household with four other siblings. Never a dull day for the Rendler clan!
Local Entertainment: I don’t surf, but I love the beach, the local food scene, and hanging out with family, friends, and my dog Chewy (a Shiba Inu).
Team Sports: I like to participate in and watch basketball, football, and other sports when I’m able—even though San Diego seems to be losing all its pro teams.
Adventures Abroad: I also enjoy traveling to see what else is out there. Iceland is a favorite of mine; it’s a very social culture with spectacular nature.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Fee Only Network
Primary Location
12526 High Bluff Dr Suite 238 San Diego, CA 92130
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
📞 Complimentary 20-min Phone Call: This will give us both a chance to make sure your situation matches our expertise before we schedule additional meetings. After all, you wouldn’t see a Cardiologist if you needed foot surgery!Offers Investment Management
Yes
About our Firm
Define Financial is an award-winning retirement planning firm dedicated to helping people aged 50+ lower taxes, invest smarter, and make work optional in retirement.Education
San Diego State University Bachelor of Science - BS, Financial Services
Hobbies and Interests
- Beach
- Family
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- DIY Investors
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.