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Native San Diegan Taylor Schulte honed his financial planning skills at Morgan Stanley before launching his own firm. In an industry that boasts more septuagenarians than millennials, Schulte considers his youth an asset; the savvy CFP professional is passionate about helping busy professionals and retirees reach their financial goals. Schulte built his commission-free firm – and his reputation – using one guiding principle: total transparency. He says, “We work with our clients on the same side of the table and render advice based on their best interests. Period.”
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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.