Taylor Schulte

CFP®

Define Financial

Founder & CERTIFIED FINANCIAL PLANNER™

Taylor Schulte

CFP®

Define Financial

Founder & CERTIFIED FINANCIAL PLANNER™

As a San Diego fee-only financial planner, we help people over age 50 reduce taxes, invest smarter, and create reliable income in retirement. - Taylor Schulte, CFP®

Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement

Taylor Schulte is a fee-only San Diego financial advisor. His team specializes in retirement and tax planning for people over age 50. 

To help you (and them) make an informed decision about working together, they offer a Free Retirement Checkup™

The process was specifically designed for professionals over age 50 who have accumulated investment and retirement assets of $750,000 or more. 

The Free Retirement Checkup™ will show you how to improve your retirement success and reduce your tax bill before paying them a single dollar. The first step is a 15-minute phone call.  

I’m a native San Diegan and I worked for large wealth management firms for half of my career.

They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.

In 2014, I launched Define Financial. We are a team of award-winning CFP® professionals helping our clients:

  1. Reduce Taxes
  2. Invest Smarter
  3. Create a Retirement Paycheck

Since founding Define Financial, I’ve been recognized as a multi-year award-winning Wealth Manager in San Diego Magazine and a “Top 100 Financial Advisor” by Investopedia.

I'm also a regular contributor for Kiplinger and host a retirement podcast called Stay Wealthy

When I’m not perfecting financial plans, you can find me traveling with my wife and two sons (Sawyer & Sutton), 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

Define Financial in the Press


Reduce taxes. Invest smarter. Make work optional in retirement.

Define Financial is a fee-only financial planning firm headquartered in San Diego, CA. We specialize in financial planning and investment management services for professionals age 50 plus. 

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Mitigating Taxes
  • Maximizing Investment Returns
  • Optimizing Insurance Policies

Ideal Clients

  • Retirees and Near Retirees
  • Inheritance or Sudden Wealth
  • Business Owners and Executives

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Transparent Fees
  • No Sales
  • Complimentary 15-min Phone Call

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • Financial Planning Association
    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.

  • XY Planning Network
    Taylor Schulte is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Taylor Schulte

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Office Locations:

  • 12526 High Bluff Dr
    Suite 238
    San Diego, CA 92130

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