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Define your financial future

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WHY DEFINE

Not all financial advisors are created equal.

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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.

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Commision-Free

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

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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.

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Case Study 1:

A Second Opinion

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Our client is a 45 year old entrepreneur in San Diego, CA. His family had been working with a Financial Advisor at a large brokerage firm for 10+ years. Their portfolio wasn’t doing well and the lack of contact from their Advisor was concerning. He reached out to our team to ensure his family’s financial…

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Case Study 2:

A Young Professioal

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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 develop a plan. She did not meet the account minimums of the large brokerage firms, so she set out to…

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Case Study 3:

A Retiree

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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.

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Case Study 4:

A Business Owner

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When we first met this client, he was faced with the challenge of selling his medical practice and retiring. He was married with three adult children, and this was the biggest financial event of his life since starting his business 35 years ago. He had worked too hard to risk making any mistakes. Our first word of advice was…

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10 Tips for Achieving a Better Investment Experience

Growing wealth has no shortcuts. Download our free guide and learn from an industry-leading financial planner how to make smart decisions with your money.

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*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:

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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.

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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.

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Connect

TAYLOR R. SCHULTE, CFP®

FOUNDER & CEO

A native San Diegan, Taylor launched Define Financial to create an enjoyable environment where clients can receive objective, conflict-free advice and build a successful financial future. Prior to opening his downtown headquarters in 2014, Schulte spent his early years as a financial advisor at Morgan Stanley and later helped launch the San Diego operations for Beverly Hills Wealth Management.

Schulte has been honored with the 2015 and 2016 Five Star Wealth Manager Award, a recognition limited to less than five percent of wealth managers in San Diego, and the 2015 Metro Mover award, which recognizes professionals making outstanding contributions to their vocation. He has been featured in a number of national and local publications, including The Wall Street Journal, Bloomberg, Nasdaq, the San Diego Business Journal and San Diego Magazine. He also regularly contributes to the San Diego Downtown News.

Schulte is a graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. He holds the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying his commitment to the highest standards of integrity and professionalism in the industry – and is a member of the Financial Planning Association.

When he’s not perfecting financial plans, you can find him traveling with his Wife, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

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The Frenchie is a mix of three different breeds – diversified, just like my investment portfolio.
pet: French Bulldog, Paisley
Past performance IS a guarantee of future results
can’t be interrupted when: The Chargers are playing
Life is worth the climb
favorite hiking spot: Cowles Mountain
May result in inflation —of the stomach
best burrito in San Diego: Nico’s, Ocean Beach
This place doesn’t get enough credit
favorite date night: Azuki Sushi, Bankers Hill
Low cost, high yield.
cued up on the driving playlist : Podcasts!
Suitable for both bear and bull markets
best happy hour: Outside patio at Mister A’s
A great place to form bonds
favorite golf course: La Cumbre Country Club, Santa Barbara, CA

From the Blog View All

A Simple Guide to College Savings Plans

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Why should you consider college savings plans? $440,223! That’s why! $440,223 is the estimated cost to send my unborn child to my alma mater – The University of Arizona – in 18 years. It’s also close to the median home price in San Diego. Here, see for yourself and share in my misery:             Yes, this assumes that the cost of college will continue to increase by an average of 5% per year. And yes, this assumes that I will be…
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In the Press View All

Define Financial Expands Team; Adds Jon Luskin as Financial Planner

  SAN DIEGO—July 07, 2016—Define Financial, a San Diego-based fee-only financial planning firm, announced today it has added Jon Luskin to the team. In his new role as a Financial Planner, Luskin will be responsible for the development and analysis of financial plans, investment management modeling, and business development. Prior to joining Define Financial, Luskin worked as a financial planner at Wealth Analytics, where he was responsible for developing comprehensive financial plans, managing client relationships, and blogging on the firm’s website. His other work experience…
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Contact Us

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