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