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…
Continue Reading

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

    SAN DIEGO, June 27,2016—InvestmentNews 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…
Continue Reading

The Carmel Valley Life, August 31 – “Define Financial Founder & CEO Taylor Schulte Named SD Metro’s ‘40 Under 40’”

The Carmel Valley Life, August 31 – “Define Financial Founder & CEO Taylor Schulte Named SD Metro’s ‘40 Under 40’”

Define Financial, a San Diego-based commission-free financial planning firm, announced today Founder and CEO Taylor Schulte, CFP® has been included in SD Metro’s prestigious annual ‘40 Under 40’ list. Now in its sixteenth year, the publication’s award spotlights the best and brightest minds of San Diego County. Based in downtown San Diego, Define Financial is…
Continue Reading

SD Metro, Feb. 2015 – SD Metro Movers 2015

SD Metro, Feb. 2015 – SD Metro Movers 2015

Introducing the SD Metro Movers for the year — men and women who have made outstanding contributions to their professions and who are poised to add to their achievements in 2015. Taylor Schulte is founder and CEO of Define Financial, which he founded in 2014. He holds a bachelor of arts degree in business management…
Continue Reading

San Diego Business Journal – Define Financial Relocates Company Headquarters

San Diego Business Journal – Define Financial Relocates Company Headquarters

Define Financial, a financial advisory firm in San Diego, recently relocated to new offices at Symphony Towers. The firm founded by Taylor Schulte in June is aimed at individuals and small business owners, providing them with objective financial advice. Schulte founded the firm after working as a financial advisor at Morgan Stanley, and for Beverly…
Continue Reading

San Diego Magazine, Jan. 20 – Five Star Wealth Manager Award

San Diego Magazine, Jan. 20 – Five Star Wealth Manager Award

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®…
Continue Reading

San Diego Magazine, Jan. 12 – Shaping San Diego

San Diego Magazine, Jan. 12 – Shaping San Diego

San Diego is a premier catalyst for innovation, creativity, and entrepreneurialism. Local innovators push the boundaries and bring ideas to execution. Get an inside look at the individuals whose work is shaping San Diego, all of whom contribute to our thriving ecosystem. Native San Diegan Taylor Schulte honed his financial planning skills at Morgan Stanley…
Continue Reading