advicer.bio/joshrendler
Josh Rendler, CFP®
Financial advisor at Define Financial, LLC
Verified advisor · CFP® · CRD 6964024I'm Josh Rendler, CFP®, founder of Motion Retirement and Partner at Define Financial. I help retirees pay less in taxes and spend more on life by turning complex retirement questions into clear, proven strategies. My team and I uphold the fiduciary standard, 100% of the time.
Listed in People
LinkedInUpdated Oct 20263,228followers
Taking a few new clientsHelps best: Retirees saving on taxes so they can spend more on life
Message JoshContact Josh on LinkedIn Know someone who needs help? Introduce them to Josh →A CPA or attorney? How referrals work →Work with meFree retirement resourcesCharitable giving in retirementWho Josh works with
What I'm working on
Updated Oct 28, 2026
www.MotionRetirement.com www.RetirementGiving.com
7
Tools in my stack
Custodial Platform
Client Portal, Financial Planning, Account Aggregation
Digital Onboarding, Client Meeting Support, Client Data Gathering +3 more
Performance Reporting, Trading/Rebalancing, Portfolio Management +2 more
Client File Sharing
0
Events coming up
0
Books, pods, letters
News
All news → · Add news- Josh Rendler, CFP® joined Advicer.bio
- Josh Rendler, CFP®: Launched Retirement Giving
- Josh Rendler, CFP®: Launched Motion Retirement
- Josh Rendler, CFP®: Joined the Stay Wealthy Podcast
- Josh Rendler, CFP®: Joined the Quivr CRM Podcast
- Josh Rendler, CFP®: Partner, Define Financial