Taylor R. Schulte, CFP®

Define Financial

BIO
Welcome! 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.

Website
https://www.definefinancial.com/

Phone
(619) 577-4002

Address
750 B Street, Suite 1750
San Diego, CA 92101

In 2014, I launched Define Financial. 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 and San Diego Downtown News.

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.

 

HOW CAN WE WORK TOGETHER?

The first step is a free, 30-minute phone consultation.

This is simply a time for us to learn more about you and your goal in hiring a financial planner. It’s also a time for you to get to know our team and how we might be able to help you. This is NOT a time for us to sell you anything or convince you that you need our help. Schedule your appointment here:

 


If you just have a quick question, you can send me a message below instead. I promise to reply within 24 hours.