TAYLOR SCHULTE, CFP®
TAYLOR R. SCHULTE, CFP®
FOUNDER & CEO
Welcome! I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. 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 working with our clients on the same side of the table. We help our clients reduce taxes, invest smarter, and retire on their terms.
Since launching Define Financial, I’ve been recognized as an award-winning Wealth Manager in San Diego Magazine, a Top 40 Advisor Under 40 by InvestmentNews, and I was the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine.
I’m also a columnist for Kiplinger and frequently quoted in the media as a financial expert.
I’m a proud graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University.
I also hold the CERTIFIED FINANCIAL PLANNER™ designation and am a proud member of the following professional organizations:
- CFP® Board
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
- Fee-Only Network
- San Diego Financial Advisors Network
When I’m not perfecting financial plans, you can find me traveling with my wife (who has a great mom podcast) and two sons, 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
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