Taylor Schulte, CFP® Define Financial

Contact this advisor

About Taylor Schulte, CFP®

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 Top 40 Advisor Under 40 by InvestmentNews, a four-year Five Star Wealth Manager in San Diego Magazine, 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.

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.

 

Contact this advisor

Ideal Clients

  • Entrepreneurs
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • One-time Plan: $2,000+
  • AUM: 1%

SEC Records

States Registered

  • California

Loading...