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.
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 retire with confidence.
Since launching Define Financial, I’ve been recognized as a four-year Five Star Wealth Manager award winner 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.
When I’m not perfecting financial plans, you can find me traveling with my family, 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 typically work with
You can also check out my blog at: www.staywealthysandiego.com
If you just have a quick question, you can send me a message below. I promise to reply within 24 hours.