Taylor Schulte, CFP®
Retirement and tax planning for people over age 50.
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Define Financial
Taylor Schulte, CFP®
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Advisor
San Diego, CA
Serving Clients Nationwide
Retirement and tax planning for people over age 50.
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
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Fee Only 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
Yes
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.Education
University of Arizona
Badges
Hobbies and Interests
- Golf
- Music
- Photography
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- DIY Investors
- Living in Retirement
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