Not all financial advisors are created equal.
Fi-du-ci-what!? It’s simple — we have structured our business so that we are personally liable if we give you bad advice. Sounds reasonable, right?
No commissions and no hidden fees. The only compensation we receive comes from our clients directly.
Period.
The CERTIFIED FINANCIAL PLANNER™ designation means we are on top of our game. Only 25% of all financial advisors* in the industry can claim this distinction.
*Source: www.cfp.net, www.cerulli.com
Let the stories speak for themselves.
Work Optional
Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely. Mark is a tenured professor who can’t imagine no longer making such a big impact on the lives of his students. He loves being able to…
Retired
Dan devoted 35 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Laura were looking forward to traveling, golfing, and giving back to their community. His retirement package included stock options…
H.E.N.R.Y. (High-earner, not rich yet)
Meet Bridget. As an attorney, she has a high-dollar income. She also has many dreams: buying a home, minimizing taxes, and knowing she has the ability to retire comfortably if she ever stops working. But there were 2 massive obstacles standing between her and her dreams: ZERO TIME & ZERO PLAN.
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A fee-only financial advisor for professionals over age 50 planning for retirement. Services include:
INVESTMENT MANAGEMENTSOCIAL SECURITY TIMINGRETIREMENT INCOMETAX PLANNINGRETIREMENT PLANNINGOPTIMIZING INSURANCEHave peace of mind knowing your money stays with established institutions you can trust:
All of your financial accounts in one place!
A research group once described financial planning as feeling like a mix between a dental visit, math class, and marriage therapy. Making smart decisions with your money shouldn’t be painful – it should be rewarding!
We have partnered with industry-leading technology partners to help make sure your experience with our firm is nothing like a trip to the dentist. Our goal is to help simplify your financial life and put together a plan that you can actually understand.
Available to our amazing clients at no extra charge.
You define your goals. We define a plan. Together, we define your future.
Define Financial is a fee-only financial planning firm headquartered in San Diego, CA. We specialize in retirement planning and investment management for professionals who are retired or approaching retirement.
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.
FOUNDER & CEO
Welcome! 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 working with our clients on the same side of the table. We help our clients reduce taxes, invest smarter, and retire on their terms.
Since launching Define Financial, I’ve been recognized as an award-winning 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 also the host of a retirement podcast called “Stay Wealthy” and a regular contributor to Kiplinger.
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 and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Recently, I saw a wonderful post on Twitter. It’s too good not to share: “You can save your way out of an investment mistake. You can’t invest your way out of a savings mistake.” – Tom Conlon — Dan Egan 🤓 (@daniel_egan) May 1, 2018 This is a fantastic point. It’s such a good point…
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San Diego, March 18th, 2019—Taylor Schulte, CFP® was named to the 2019 Shaping San Diego list published by San Diego Magazine. “San Diego is a premier catalyst for innovation, creativity, and entrepreneurialism”, according to San Diego Magazine. “Local innovators push the boundaries and bring big ideas to execution. This list is an inside look at…
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