Financial Planner Josh Rendler brings his planning skills to Define Financial, six years after meeting the founder through a job shadow program.
A 6-Year Job Interview: Josh Rendler, CFP® Joins Define Financial
Financial Planner Josh Rendler brings his planning skills to Define Financial, six years after meeting the founder through a job shadow program.
By: Define Financial .June 19th, 2023Press Release
Define Financial warmly welcomes Josh Rendler, CFP® to our growing team in an intriguing, full-circle journey for Josh and our firm.
“Josh’s deep knowledge of the retirement planning process will prove to be an asset to both our team and most importantly, our clients,” said Tyler Aubrey, Partner & Lead Financial Planner.
“We are excited to have him on the team and look forward to his knowledge and experience helping us become even better at what do.”
A 6-Year Job Interview: Josh Rendler, CFP® Joins Define Financial
Financial Planner Josh Rendler brings his planning skills to Define Financial, six years after meeting the founder through a job shadow program.
By: Define Financial .June 19th, 2023Press Release
Define Financial warmly welcomes Josh Rendler, CFP® to our growing team in an intriguing, full-circle journey for Josh and our firm.
“Josh’s deep knowledge of the retirement planning process will prove to be an asset to both our team and most importantly, our clients,” said Tyler Aubrey, Partner & Lead Financial Planner.
“We are excited to have him on the team and look forward to his knowledge and experience helping us become even better at what do.”
A Six-Year “Job Interview”
Josh’s introduction to Define Financial was in 2017, when he was pursuing his bachelor’s degree in financial services at San Diego State University.
As a member of the Financial Planning Association’s (FPA) student chapter, Josh participated in a mentorship program, spending three days shadowing a practicing advisor in their office.
That advisor was Define Financial founder, Taylor Schulte, CFP®.
