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WHY DEFINE

Not all financial advisors are created equal.

Fiduciary

As a Registered Investment Advisor (RIA), we are required by law to act in a fiduciary capacity when serving clients. Put simply, our clients’ interest must be ahead of ours at all times.

Commission-Free

No commissions and no hidden fees. The only compensation we receive comes from our clients directly.
Period.

CFP® Professional

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

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IT’S WELL DEFINED

Let the stories speak for themselves.

Case Study 1:

A Second Opinion

A 45-year-old entrepreneur in San Diego, CA and his family — his wife and two children — approached us for help with their financial plan. Prior to meeting our team, his family worked with a financial advisor at a large brokerage firm for over 10 years. Their investment portfolio wasn’t making much…

Case Study 2:

A Young Professional

After working her way through the corporate world for 12 years, this client started to generate a healthy six figure income. For the first time in her life, she had money to invest in her future but didn’t have the time to do it herself. She did not meet the account minimums of the large brokerage firms, so she…

Case Study 3:

A Retiree

After dedicating 30 long years to his company, this client decided it was time to hang it up and start enjoying life. His retirement picture was complete with a pension, 401(k), and stock options. Needless to say, he was in need of a financial team to help design a plan that would protect his lifelong savings.

Case Study 4:

A Business Owner

When we met this client, he wanted to take on a big challenge that came with a lot of complexity. He was ready to sell his medical practice and retire. Married with three adult children, this was the biggest financial event of his life since starting his business 35 years ago. He worked too hard to risk making any…

10 Biggest Mistakesto Avoid When Hiring a Financial Advisor

Are you on the hunt for the best Financial Advisor? Our latest comprehensive guide for consumers highlights the 10 BIGGEST mistakes people make and how they can be avoided.

*Privacy policy: we hate SPAM and promise to keep your email address safe.

FINANCIAL PLANNER SERVICES

A fee-only financial advisor for individuals, businesses and institutions including:

INVESTMENT MANAGEMENT
CHARITABLE GIVING SERVICES

FINANCIAL PLANNING
BUSINESS RETIREMENT SOLUTIONS

RETIREMENT PLANNING
INSURANCE SERVICES

Have peace of mind knowing your money stays with established institutions you can trust:

Fidelity Clearing & Custody Solutions (SM) is a service provider to Define Financial.

TECHNOLOGY MEETS FINANCIAL PLANNING

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.

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ABOUT US

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 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.

financial planner san diego

Connect

TAYLOR R. SCHULTE, CFP®

FOUNDER & CEO

taylor@definefinancial.com

Welcome! 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 2015, 2016, and 2017 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 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.

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Meet the Team

From the Blog View All

Why You Should Skip Fake News and Choose Boring Investments Instead

By: Jon Luskin | Published: June 1, 2017

Financial Fake News? Real financial advice is boring!

When it comes to investing, most who are successful use a simple formula to achieve results. For starters, successful investors actually research different investment strategies before moving ahead – and this is after they study their strategy’s fees and historical data. Lastly, successful investors typically pick a single strategy and stick with it for the long haul – that is, they don’t flip and flop as the markets go up and down. Unfortunately, far too many investors fail to master each of these steps. While most…
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In the Press View All

Define Financial’s Jon Luskin, MBA, CFP® Named One of InvestmentNews’ 40 Under 40

By: Jon Luskin | Published: June 22, 2017

San Diego, June, 22nd, 2017— InvestmentNews recently named Jon Luskin as one of its 2017 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Jon Luskin was chosen from more than 800 nominations. “It’s an honor to be included in this select group of professionals,” said Jon Luskin, MBA, CFP®, financial planner at Define Financial. “I look forward to doing more research – to find the best answers for the question of how to best manage…
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Contact Us

	750 B St. Suite 1750 San Diego, CA 92101
	619 . 577 . 4002
	619 . 573 . 4012
	info@definefinancial.com