Taylor Schulte

CFP®

Define Financial

Founder & CERTIFIED FINANCIAL PLANNER (tm)

Taylor Schulte

CFP®

Define Financial

Founder & CERTIFIED FINANCIAL PLANNER (tm)

As a San Diego fee-only financial planner, my goal is to help you keep more of your hard-earned money. - Taylor Schulte, CFP®

Fee-Only Financial Planner San Diego, Los Angeles, Santa Barbara, San Francisco

Taylor Schulte is a San Diego, CA fee-only financial planner. Define Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Taylor Schulte is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

Define Financial in the Press


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.

Specialties

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

Ideal Clients

  • Retirees and Near Retirees
  • H.E.N.R.Y's (High-earners, not rich yet)
  • Business Owners and Executives
  • Endowments & Foundations
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Transparent Fees
  • No Sales
  • Complimentary 30-min Phone Call

Professional Designations & Affiliations

Contact Taylor Schulte

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Office Locations:

  • 750 B St
    Ste 1750
    San Diego, CA 92101

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