Founder & CERTIFIED FINANCIAL PLANNER (tm)
Fee-Only Financial Planner San Diego, Los Angeles, Santa Barbara, San Francisco
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. 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 multi-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 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.
Taylor Schulte is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Nobody does financial planning like we do. Period.
Define Financial is a fee-only financial planning firm headquartered in San Diego, CA. We specialize in financial planning and investment management services for busy professionals and retirees.
Do you think the next 30 years will look like the previous 30 years? We certainly don’t. Define was launched to provide a fresh, new perspective on the global financial markets and develop forward-looking solutions to ensure our clients can reach their goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Maximizing Investment Returns
- Optimizing Insurance Policies
- Mitigating Taxes
- Retirees and Near Retirees
- H.E.N.R.Y's (High-earners, not rich yet)
- Business Owners and Executives
- Endowments & Foundations
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Transparent Fees
- No Sales
- Complimentary 30-min Phone Call
Professional Designations & Affiliations
Taylor Schulte is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Taylor Schulte is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Taylor Schulte is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Taylor Schulte
750 B St
San Diego, CA 92101