TAYLOR R. SCHULTE, CFP®
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.