Taylor Schulte
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.
Taylor Schulte Professional Experience / Academic History
Professional Experience
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Founder and Chief Executive Officer
Academic History
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BS in Business Management
CURRENT APPOINTMENTS
- Co-Founder of The AGC™ Community for Advisors
- Founder of Stay Wealthy
- Founder of the Retirement Podcast Network
- Member of the CFP® Board
- Member of the Financial Planning Association
- Member of the Retirement Podcast Network
- Member of the National Association of Personal Financial Advisors
- Member of the Fee-Only Network
- Member of the San Diego Financial Advisors Network
- Regular Contributor to Kiplinger
- Regular Contributor to San Diego Downtown News
- Host of the Stay Wealthy Retirement Podcast
- Host of the Experiments in Advisor Marketing Podcast
AWARDS AND RECOGNITIONS
- Young Advisor to Watch by Financial Advisor Magazine
- 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.