From Mentorship to Partnership: Tyler Aubrey, CFP® Becomes a Define Financial Partner

Tyler joined Define Financial in 2019, four years after sending an unsolicited email to the firm. Today, in 2021, what began as a mentorship is now a partnership.
From Mentorship to Partnership: Tyler Aubrey, CFP® Becomes a Define Financial Partner

Define Financial founder, Taylor Schulte, is excited to announce that Tyler Aubrey, CFP® is now an Owner & Partner of the firm.

While their names might cause some confusion, Taylor and Tyler believe this partnership:

  1. Celebrates their complementary skill sets; and
  2. Formalizes their commitment to providing highly valuable, specialized services to Define Financial clients for decades to come.

Moreover, the surprising tale behind Tyler’s career is worth sharing, as an illustration of the adage:

Luck is where preparation meets opportunity.”

Preparing for Success

After receiving a degree in financial economics with minors in business and accounting, Tyler began his career as (of all things!) a shipyard construction manager, where steel boots and hard hats were as prevalent as spreadsheets and production processes.

As he and his wife planned for parenthood, Tyler grew dissatisfied with his work/life balance. Being on-call 24×7 was grueling.

Plus, he quickly realized his love for “tinkering” with financial planning at work and home was unusual—and his ideal career path.

Seizing Opportunities

Searching the Internet for San Diego financial planning firms, Tyler came across Define Financial and sent an unsolicited email to Taylor in 2015:

Original Email 3/2/15

“Thankfully,” says Taylor, “I responded.”

Tyler describes their initial conversation:

“Taylor’s initial advice was to begin studying for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification exam, and that’s exactly what I did.”

At the time, Define Financial wasn’t hiring, but the two kept in touch.

Tyler pursued his CFP® certification and gained professional experience at a local independent brokerage firm. Eventually, he found himself at a crossroads, unsure what the best next career step was for him.

Around the same time, Taylor was on the hunt for a Lead Planner to join the firm and the stars aligned.

Tyler recalls the offer:

“Taylor said, ‘You could start your own firm and I’ll support you every step of the way, or you can just join me.’ I replied, ‘Is that an offer?’ The rest is history.”

Creating “Lucky” Outcomes

Tyler joined Define Financial in 2019, four years after they first connected through a cold email. Today, in 2021, what began as a mentorship is now a partnership.

Tyler’s superpowers are tax planning, investment analysis, and designing & implementing retirement income strategies.

Taylor brings his 15+ years of retirement planning and investment experience, in addition to his ongoing passion for making the complex simple.

Together, their complementary skills drive a shared commitment for delivering unparalleled value to Define Financial clients. Both consider their partnership a fortunate one indeed.


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. To learn more, visit www.definefinancial.com.