Define Financial
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Define Financial
750 B St #3300
San Diego, CA 92101
750 B St #3300
San Diego, CA 92101
Category: Financial Advisors
You define your goals. We define a plan. Together, we define your future.
At Define Financial, we operate a little differently than the large brokerage firms. As an SEC registered firm, we are required to act in a fiduciary capacity - the highest standard of care. Put simply, our clients’ interests must be ahead of ours at all times. In addition, our fee structure is 100% transparent and we never accept compensation in the form of commissions. The only form of compensation we receive comes directly from our clients through a fee schedule that best suits their needs. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.
Keywords: Investment Management, Financial Planning, Retirement Planning, Charitable Giving, Business Retirements, Insurance Services
At Define Financial, we operate a little differently than the large brokerage firms. As an SEC registered firm, we are required to act in a fiduciary capacity - the highest standard of care. Put simply, our clients’ interests must be ahead of ours at all times. In addition, our fee structure is 100% transparent and we never accept compensation in the form of commissions. The only form of compensation we receive comes directly from our clients through a fee schedule that best suits their needs. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.
Keywords: Investment Management, Financial Planning, Retirement Planning, Charitable Giving, Business Retirements, Insurance Services
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Interview Q&A
How long have you been in business?
Since 2014
What is your primary product or service?
Investment Management, Financial Planning, Retirement Planning, Charitable Giving, Business Retirements, Insurance Services
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
A native San Diegan, Taylor started his financial advisory practice at Morgan Stanley in his hometown and has continued to identify ways to enhance his services ever since. In 2014, he launched Define Financial, taking yet another step to help his clients be in best possible position to succeed.
How do you differentiate yourself from other businesses in your category and area?
Schulte is a graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. He holds the CFP® designation – exemplifying his commitment to he highest standards of integrity and professionalism in the industry – and is a member of the Financial Planning Association.
How many locations do you have and do you have plans to expand?
1 with plans to expand
Provide detailed directions to your location
Downtown San Diego
What type of payments do you accept?
All types
Which areas do you service?
All of Southern California
Who owns your company or runs daily operations?
Taylor Schulte
What are your hours of operation?
Weekdays from 9 am to 5pm
Since 2014
What is your primary product or service?
Investment Management, Financial Planning, Retirement Planning, Charitable Giving, Business Retirements, Insurance Services
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
A native San Diegan, Taylor started his financial advisory practice at Morgan Stanley in his hometown and has continued to identify ways to enhance his services ever since. In 2014, he launched Define Financial, taking yet another step to help his clients be in best possible position to succeed.
How do you differentiate yourself from other businesses in your category and area?
Schulte is a graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. He holds the CFP® designation – exemplifying his commitment to he highest standards of integrity and professionalism in the industry – and is a member of the Financial Planning Association.
How many locations do you have and do you have plans to expand?
1 with plans to expand
Provide detailed directions to your location
Downtown San Diego
What type of payments do you accept?
All types
Which areas do you service?
All of Southern California
Who owns your company or runs daily operations?
Taylor Schulte
What are your hours of operation?
Weekdays from 9 am to 5pm
Contact Define Financial:
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