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

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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 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.