Full Name
Taylor Schulte
Job Title
Founder & CEO
Company
Define Financial
Speaker Bio
Taylor Schulte, CFP® is the founder of Define Financial, a fee-only retirement planning firm with over $225M in assets under management.
In addition, he is the co-founder of The AGC Community, co-host of Kitces Summits, and host of two podcasts with over 2 million combined downloads: The Stay Wealthy Retirement Show and Advisor Marketing Made Simple.
Schulte has been recognized as a "Top 40 Advisor Under 40" by InvestmentNews and as "The #2 Independent Financial Advisor in the U.S." by Investopedia.
When he’s not nerding out on marketing, you can find him traveling with his wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
In addition, he is the co-founder of The AGC Community, co-host of Kitces Summits, and host of two podcasts with over 2 million combined downloads: The Stay Wealthy Retirement Show and Advisor Marketing Made Simple.
Schulte has been recognized as a "Top 40 Advisor Under 40" by InvestmentNews and as "The #2 Independent Financial Advisor in the U.S." by Investopedia.
When he’s not nerding out on marketing, you can find him traveling with his wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Speaking At
