Taylor Schulte, CFP®
Retirement and tax planning for people over age 50.
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Define Financial
Taylor Schulte, CFP®
San Diego, California
Serving Clients Nationwide
Retirement and tax planning for people over age 50.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Taylor Schulte. 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 an award-winning San Diego Financial Advisor team dedicated to retirement and tax planning for people over age 50.
We help our clients:
⮕ Reduce Taxes
⮕ Invest Smarter
⮕ Make Work Optional
I’ve been recognized as the #2 Independent Financial Advisor in 2022 by Investopedia and a Top RIA in America byFA Mag.
I’m also:
🎙️ Host of the Stay Wealthy Retirement Podcast (Forbes Top 10)
💥 Founder of the Retirement Podcast Network
📝 Regular Contributor to the Media
When I’m not perfecting retirement plans, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
12526 High Bluff Dr Suite 238 San Diego, CA 92130
Meeting Options
- Video Conference
- In-Person
- Phone
About our Firm
Define Financial is an award-winning retirement planning firm dedicated to helping people aged 50+ lower taxes, invest smarter, and make work optional in retirement.Badges
Who We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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