Taylor Schulte, CFP®, Neighbor

Taylor Schulte, CFP® is founder and CEO of Define Financial, responsible for company’s vision, strategic direction and execution. A CERTIFIED FINANCIAL PLANNER™, Schulte specializes in helping individuals, families and small business achieve their financial goals—from investment management, comprehensive financial and retirement planning to charitable giving, college planning and insurance services. He has a keen understanding of the millennial generation’s financial needs and a progressive, forward-thinking approach. Schulte was recently honored with the 2015 Five Star Wealth Manager Award, a recognition limited to less than five percent of wealth managers in San Diego.

Prior to launching Define Financial in early 2014, Schulte launched San Diego operations for Beverly Hills Wealth Management and spent two years growing his client base. He previously served as a Financial Advisor at Morgan Stanley.

Schulte holds a Bachelor of Science degree in Business Management from the University of Arizona and an Executive Financial Planner Advanced Certificate from San Diego State University. When he isn't busy developing customized financial plans to ensure his clients’ success, Schulte enjoys traveling with his wife, playing golf and discovering new restaurants in his hometown of San Diego. www.definefinancial.com