Taylor Schulte (CFP®)

Taylor Schulte focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.

In 2014, I launched Define Financial - a San Diego Fee-Only Financial Planner. We are a team of industry-leading CFP® professionals helping our clients:

  1. Reduce Taxes
  2. Invest Smarter
  3. Retire on Their Terms

Since launching Define Financial, I’ve been recognized as a four-year Five Star Wealth Manager in San Diego Magazine, a Top 40 Advisor Under 40 by InvestmentNews, and I was the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine. I’m also a regular contributor to Kiplinger, San Diego Downtown News, and the proud owner of Stay Wealthy San Diego.

Professional Associations: 

 

Additional Information

I’m a proud graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not perfecting financial plans, you can find me traveling with my wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

NAPFA Start Date

September 18, 2017

Industry Start Date

June 01, 2007

This Office

12526 High Bluff Dr STE 238 San Diego, CA 92130 Phone: (619) 577-4002