Taylor Schulte, CFP® is the founder and CEO of Define Financial - a fee-only financial planning firm headquartered in San Diego, CA. Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and a 2017 Young Advisor to Watch by Financial Advisor Magazine. He is also …
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Taylor R. Schulte, CFP®
I started Define Financial to build a firm where clients truly came first.Taylor Schulte, CFP®
Jon Luskin, MBA, CFP® has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine. For his master’s thesis on investment management, Jon showed how university endowments can generate more wealth (and take on less risk) by adopting low-cost …
Doing the right thing, helping people, is what I want to do everyday.Jon Luskin, MBA, CFP®
Learn more about how to best position your business for a succesful sale, how other advisers are selling their books of business, and what we look for when we buy financial planning practices from retiring advisors.