People

Taylor Schulte

Taylor Schulte

Formal First Name
Taylor
Location

Taylor Schulte is the Founder and Chief Executive Officer of Define Financial, a fee-only financial planning firm based in San Diego, California. He specializes in teaching people how to reduce taxes, invest smarter, and retire-on their own terms. Prior to launching Define Financial in 2014, Schulte worked as Wealth Management Advisor for large Wealth Management firms. He is an award-winning wealth manager regularly quoted in the media as a financial expert.

Professional Experience


Academic History

CURRENT APPOINTMENTS


AWARDS AND RECOGNITIONS

  • Top 40 Advisor Under 40 by InvestmentNews
  • 2019 Top Advisor by Investopedia 100
  • 2020 Top Advisor by Investopedia 100
  • 2021 Top Advisor by Investopedia 100

LICENSES AND CERTIFICATIONS


PUBLICATIONS

  • His advice is regularly featured in a number of publications, including The Wall Street Journal, USA Today, Forbes, Bloomberg, and the San Diego Business Journal Journal Journal Journal Journal Journal.