Josh Rendler, CFP®
Retirement and tax planning for people over age 50.
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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
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