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Taylor Schulte



I’m a native San Diegan and 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 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 a multi-year award-winning Wealth Manager in San Diego Magazine and a “Top 100 Financial Advisor” by Investopedia.

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:

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
policies sold

pet: French Bulldog, Paisley
The Frenchie is a mix of three different breeds – diversified, just like my investment portfolio.
can’t be interrupted when: The Chargers are playing
Timing – important in sports, not investing
favorite hiking spot: Cowles Mountain
Life is worth the climb
best burrito in San Diego: Nico’s, Ocean Beach
May result in inflation —of the stomach
favorite date night: Azuki Sushi, Bankers Hill
This place doesn’t get enough credit
cued up on the driving playlist : Podcasts!
Low cost, high yield.
best happy hour: Jaynes Gastropub
Suitable for both bear and bull markets
favorite golf course: La Cumbre Country Club, Santa Barbara, CA
A great place to form bonds

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