Define Financial CEO Taylor Schulte, CFP® Named One of InvestmentNews’ 40 Under 40

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40 under 40


SAN DIEGO, June 27,2016InvestmentNews recently named Taylor Schulte, CFP® as one of its 2016 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Schulte was chosen from more than 800 nominations.

“It’s an honor to be included in this select group of professionals,” said Taylor Schulte, CFP®, CEO of Define Financial. “I am thrilled to be recognized by such a top industry publication for my work and dedication to the profession. I look forward to continuing our work with clients in San Diego and nationwide, as we grow our firm and become even more engaged in community-minded financial literacy initiatives.”

Schulte will be featured along with the other 40 Under 40 notables in the June 27 issue of InvestmentNews.

“Honorees in the 40 Under 40 class of 2016 are just as impressive as our inaugural class, as well as those from last year’s list,” said Walden Siew, News Editor, InvestmentNews. “As always, we had a tough time narrowing the pool down to a select group of 40. We believe InvestmentNews readers will be inspired by these stories of the industry’s latest generation of enterprising young talent.”

The editorial staff at InvestmentNews looked beyond paper resumes and collaborated with author Sally Hogshead to create a personality test for the candidates. The purpose of the questionnaire was to reveal to candidates how they are perceived by others and highlight their best strengths.

Among this year’s class are young talents deemed by our quiz results as “Victors,” seen by the world as respected and competitive; “Maestros,” who are ambitious and confident; and genuine and sure-footed “Guardians”— all traits worth highlighting for those who want to serve the community as top financial advisers.

To learn more about Schulte and the award, please go to:

About Define Financial

Define Financial is a commission-free wealth management firm headquartered in San Diego, CA. Founded in 2014 by Taylor Schulte, CFP®, CEO, the firm specializes in retirement and tax planning for individuals over age 50.

Define Financial prides itself on adhering to the Fiduciary Standard 100% of the time, ensuring clients’ interests are always put first. Its comprehensive services include investment management, retirement and tax planning, charitable giving strategies, insurance optimization, and social security timing.