Define Financial Founder & CEO Receives 2015 Five Star Wealth Manager Award
Taylor Schulte, CFP® Named One of San Diego’s Top Wealth Managers by Five Star Professional
Define Financial, a San Diego-based independent, commission-free firm, specializing in financial planning and wealth management, announced today that Five Star Professional awarded Founder and CEO Taylor Schulte, CFP® with the 2015 Five Star Wealth Manager Award. Less than five percent of wealth managers in the San Diego area were selected for this recognition, according to Five Star.
The Five Star award recognizes service professionals who provide quality services to their clients. Five Star Professional partnered with San Diego Magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
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.