local ai registry · agent view · /biz/ca/san-diego/define-financial-san-diego-ca

# Define Financial

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/define-financial-san-diego-ca

**AI Score: 51/100** (Fair, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Define Financial was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Define Financial was not mentioned.

## What reviews say

> Customers describe Define Financial as a supportive and knowledgeable partner in navigating retirement and financial planning. The team, including Taylor, Tyler, and Karen, is noted for their personalized attention and clear communication, making complex financial concepts accessible and manageable. Clients feel a strong sense of trust and confidence in their financial future.

Consistently praised:
- Taylor Schulte's podcast 'The Stay Wealthy Retirement Show'
- Personalized retirement planning
- Attention to detail from Karen
- Clear communication and tailored advice
- Fee-only fiduciary approach

Bottom line: Define Financial stands out for its personalized, fiduciary approach to retirement planning, ensuring clients feel informed and confident in their financial decisions.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 100 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 81 |
| Backlink & citation authority | 8% | 60 |
| Google Business Profile | 8% | 79 |
| Speed & mobile | 7% | 51 |
| Content freshness & schema | 5% | 83 |

## Others on record in San Diego

- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28
- Creative Planning — AI Score 27

Define Financial ranks 1 of 29 in its category here.

## Facts

- Address: 12526 High Bluff Dr STE 270, San Diego, CA 92130, USA
- Phone: (858) 345-1197
- Website: definefinancial.com
- Hours Mon: 8:00 AM – 5:00 PM
- Hours Tue: 8:00 AM – 5:00 PM
- Hours Wed: 8:00 AM – 5:00 PM
- Hours Thu: 8:00 AM – 5:00 PM
- Hours Fri: 8:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Define Financial?
Define Financial operates Monday through Friday from 8:00 AM to 5:00 PM, and is closed on Saturdays and Sundays.

### Does Define Financial require reservations for consultations?
Define Financial does not require reservations for consultations, allowing clients to reach out for assistance as needed.

### What is Define Financial known for?
Define Financial is known for providing personalized financial planning services, particularly for retirement, with a focus on clarity and tailored guidance.

### Is parking available at Define Financial's location?
Yes, there is parking available at Define Financial's location at 12526 High Bluff Dr STE 270, San Diego, CA 92130.

### What special features does Define Financial offer?
Define Financial offers complimentary consultations and has a strong emphasis on client education, including informative podcasts that simplify complex financial topics.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.