Taylor Schulte is a CERTIFIED FINANCIAL PLANNER professional and is the CEO & Founder of Define Financial - a commission-free wealth management firm.
Prior to founding Define Financial in early 2014, Schulte served as a financial advisor at Morgan Stanley and launched the San Diego operations for Beverly Hills Wealth Management, where he spent two years growing his client base. Schulte was honored with the 2016 and 2015 Five Star Wealth Manager Award, a recognition limited to less than five percent of wealth managers in San Diego, and was selected as the 2015 Metro Mover and a ‘40 Under 40’ San Diego professional.
He has been featured in a number of publications, including The Wall Street Journal, Main Street, Financial Planning, Financial Advisor, San Diego Business Journal and San Diego Magazine.
When he's not geeking out on 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.