Taylor Schulte, CFP®

Retirement and tax planning for people over age 50.

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Define Financial Taylor Schulte, CFP®
San Diego, CA

Serving Clients Nationwide

Retirement and tax planning for people over age 50.

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Areas of Focus

  • Investment Management
  • Retirement Planning
  • Social Security
  • Taxes
  • Travel

About Me

Hey there! I'm Taylor Schulte 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 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



  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

12526 High Bluff Dr Suite 238 San Diego, CA 92130

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only

What to expect in the first meeting

📞 Complimentary 20-min Phone Call: This will give us both a chance to make sure your situation matches our expertise before we schedule additional meetings. After all, you wouldn’t see a Cardiologist if you needed foot surgery!

Offers Investment Management


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.


University of Arizona


Hobbies and Interests

  • Golf
  • Music
  • Photography
  • Reading
  • Working Out

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • DIY Investors
  • Living in Retirement

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