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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2018
- Office Locations
- 1
Office Locations
About Redefine Financial
Redefine Financial is a California-based independent advisory firm providing goal-based financial planning and investment management for individuals and families focused on building wealth, protecting assets, and retirement readiness. The practice emphasizes tax planning education and risk management, including a proprietary risk-alignment process (“Know Your Risk Number”) based on a Nobel Prize-winning framework to set expected performance ranges. Investments commonly include diversified public funds and ETFs, supported via the SEI platform.
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Owner & Executives
ROBERT IGNACIOUS PADILLA JR
Certified Financial Planner, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2258617
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,840,747 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,840,747 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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