Taylor R. Schulte, CFP®
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.
12526 High Bluff Dr, Suite 238
San Diego, CA 92130
In 2014, I launched Define Financial. We are a team of industry-leading CFP® professionals helping our clients reduce taxes, invest smarter, and retire without worry.
Since launching Define Financial, I’ve been recognized as an award-winning 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 the host of a retirement podcast called “Stay Wealthy” and a regular contributor to Kiplinger.
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.
HOW CAN WE WORK TOGETHER?
We designed a framework to help you make an informed and educated decision about working with Define Financial.
We call it the S.T.A.R.T. HERE Process™.
Learning our process will help you properly evaluate our firm and others you might be interviewing.
The first step is a free, 15-minute phone consultation.
This is simply a time for us to learn more about you and make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.
Schedule your appointment here:
WANT TO LEARN MORE?
Check out our Start Here page and learn:
- How we help our clients
- What specific services we provide
- Who we do our best work with
You can also check out my blog and podcast at: www.youstaywealthy.com
If you just have a quick question, you can send me a message below. I promise to reply within 24 hours.