Taylor Schulte, CFP® is the founder and CEO of Define Financial – a fee-only financial planning firm headquartered in San Diego, CA.
Schulte is 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. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying his commitment to the highest standards of integrity and professionalism in the industry.
When he’s not perfecting financial plans, you can find him traveling with his family, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Favorite Book Nobody Knows About:
Shadow Divers by Robert Kurson
Best Burrito in San Diego:
Lolita’s Mexican Food, Downtown San Diego
Favorite Date Night:
Jayne’s Gastropub, North Park
Favorite Golf Course:
La Cumbre Country Club, Santa Barbara
How I Built This (NPR)
Biggest Accomplishment (personally):
My wife and son, of course. But also hiking Mt. Whitney – the highest summit in the continental U.S at 14,505 ft.
Biggest Accomplishment (professionally):
Leaving the broker/dealer world and starting my own firm, Define Financial.