TAYLOR SCHULTE, CFP®
TAYLOR R. SCHULTE, CFP®
FOUNDER & CEO
I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.
In 2014, I launched Define Financial. We are a team of award-winning CFP® Professionals who specialize in retirement & tax planning for people over age 50.
We help our clients reduce taxes, invest smarter, and retire on their terms.
Since starting Define Financial, I’ve been recognized as “The #2 Independent Financial Advisor in 2020” by Investopedia and a multi-year award-winning Wealth Manager in San Diego Magazine.
I’m a proud member of the following professional organizations:
- CFP® Board
- Financial Planning Association (FPA)
- Retirement Podcast Network
- National Association of Personal Financial Advisors (NAPFA)
- Fee-Only Network
- San Diego Financial Advisors Network
When I’m not perfecting retirement plans, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Number of Financial
Goals Planned For
Hours studied for CFP® exam
Fiduciary and fee-only
whole life/permanent insurance
10 Biggest Mistakes
TO AVOID WHEN HIRING A FINANCIAL ADVISOR
Are you on the hunt for the best Financial Advisor? Our latest comprehensive guide for consumers highlights the 10 BIGGEST mistakes people make and how they can be avoided.