Taylor Schulte

CFP®, Series 66
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Founder & CEO
Define Financial, San Diego, CA
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2019 Top Advisor Investopedia 100
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2020 Top Advisor Investopedia 100
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2021 Top Advisor Investopedia 100
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Taylor Schulte is a native San Diegan who worked for large wealth management firms for half of his career. In 2014, he launched Define Financial. They are a team of award-winning CFP® professionals working with clients on the same side of the table. They help their clients reduce taxes, invest smarter, and retire on their terms.

Since launching Define Financial, Taylor has been recognized as a multi-year award-winning wealth manager in San Diego Magazine and a "Top Financial Advisor" by Investopedia.

He’s also a columnist for Kiplinger and frequently quoted in the media as a financial expert. He’s 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.

He also holds the CFP® designation and is 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, and the San Diego Financial Advisors Network.

When he’s not perfecting financial plans, he can be found traveling with his 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.