Taylor R. Schulte,  CFP<sup>&reg;</sup> - Financial Advisor

Taylor R. Schulte, CFP®

CERTIFIED FINANCIAL PLANNER™

DEFINE FINANCIAL

750 B St, Ste 1750
San Diego, CA 92101
FINANCIAL ADVISOR'S WEBSITE
(619) 577-4002 CONNECT WITH Taylor
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General

Taylor Schulte is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DEFINE FINANCIAL in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Define Financial is a fee-only San Diego Financial Planner dedicated to busy professionals and retirees. Taylor is also the proud owner of Stay Wealthy San Diego, a finance blog aimed at helping consumers make smart decisions with their money.


About Me: 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 wanted to change that.

In 2014, I launched Define Financial. We are a team of industry-leading CFP® professionals working with our clients on the same side of the table. We help our clients keep more of their hard-earned money, solve complex financial planning issues, and achieve financial freedom.

Since launching Define Financial, I’ve been recognized as a multi-year Five Star 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.

When I’m not perfecting financial plans, you can find me traveling with my family, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

Professional Associations: NAPFA, CFP® Professional

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Financial Advisor Experience

Founder, Fee-Only Financial Planner, Define Financial, 2014 - Present

Financial Planner, Independent Wealth Management Firm, 2012-2014

Financial Advisor, Morgan Stanley, 2007-2012

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Startup, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources