In 2014, I left the wirehouse world and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA. I started my firm for two main reasons: I wanted to create a business model that was bound by the Fiduciary standard I wanted the freedom and flexibility …
Main Content
About Me
Taylor Schulte, CFP®
When I’m not perfecting financial plans, you can find me traveling with my wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.Taylor Schulte