Taylor Schulte, CFP® Named San Diego’s “Shaping Finance” Recipient by San Diego Magazine

San Diego Magazine named 12 individuals and organizations to this years’ list.
Taylor Schulte, CFP® Named San Diego’s “Shaping Finance” Recipient by San Diego Magazine

Define Financial is thrilled to announce that its founder, Taylor Schulte, was awarded one of San Diego’s top honors by San Diego Magazine as a “Shaping San Diego” innovator for 2019.

Taylor was named for “Shaping Finance” by San Diego Magazine, highlighting his firm’s commitment to putting client financial interests first. The annual Shaping San Diego list has become renowned for highlighting people whose creativity, insight, and expertise are helping to energize the city’s economy.

“I am humbled and delighted to be included on a list with such inspiring and passionate people,” remarks Taylor. “I started this company because I saw large wealth management firms spend more time increasing their own cashflow than on their client’s financial needs. To create a place for individuals and businesses to receive objective financial advice, free of conflicts, is what I’ve always wanted. Being recognized as “shaping finance” in the San Diego area is a proud moment.”

San Diego Magazine awards local innovators that push boundaries and bring big ideas to execution each year through the Shaping San Diego award. This award is an inside look at the individuals whose work contributes to the city’s thriving ecosystem.

Also on this year’s list are Mike Teresso (President, Baker Electric Home Energy), Kailynn Bowling and Nikki Carlson (Founders of ChicExecs), and Armin Hage (Founder of University Dental), among others.

You can access the 2019 Shaping San Diego list here:


About Define Financial

Define Financial is a San Diego-based independent, commission-free boutique firm, specializing in financial planning and wealth management for individuals and small businesses. Founded in 2014 by Taylor Schulte, CFP®, CEO, Define Financial provides objective, conflict-free advice. The firm prides itself on its progressive and forward-thinking culture and personal approach. Its comprehensive financial services portfolio includes investment, retirement, tax and college planning, charitable giving and insurance services. For more information, visit: www.definefinancial.com.