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

Taylor R. Schulte, CFP®

CERTIFIED FINANCIAL PLANNER™

DEFINE FINANCIAL

12526 High Bluff Dr, Ste 238
San Diego, CA 92130
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 helping people over age 50 plan for retirement. Taylor is also the host of Stay Wealthy, one of the best retirement podcasts on iTunes.


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 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.com.

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.

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Financial Advisor Experience

Founder, 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, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources