Taylor Schulte (CFP®)

Taylor Schulte specializes in
the following areas of expertise:

  • High Net Worth Client Needs
  • Insurance Related Issues, including Annuities
  • Investment Advice without Ongoing Management
  • Ongoing Investment 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 wanted 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 working with our clients on the same side of the table. We help our clients keep more of their hard-earned money, solve complex financial planning issues, and achieve financial freedom.

Since launching Define Financial, I’ve been recognized as a 2015, 2016, and 2017 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, 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

750 B St Ste 1750 San Diego, CA 92101-8233 Phone: (619) 577-4002