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 from the University of Arizona and an Executive Financial Planner Advanced Certificate from San Diego State University. He is chairman of the University Club golf committee, the Financial Planning Association (FPA), a volunteer at Pro Kids-The First Tee of San Diego and an annual speaker at Cathedral Catholic Career Day. He is the recipient of the 2015 Five Star Wealth Manager Award, an honor awarded to less than five percent of financial planners in San Diego.
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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.