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Stay Wealthy

MINIMIZE COSTS

Each fee you pay eats away at your investment returns. Keep more of your money by minimizing or eliminating unnecessary fees.

REDUCE TAXES

Grow wealth faster by optimizing your financial life to lower your tax bill.

INVEST SMARTER

Avoid hot trends and bubbles by investing with proven strategies that stand the test of time.

Taylor R. Schulte, CFP®

Welcome!

I’m a native San Diegan and CERTIFIED FINANCIAL PLANNER™. I help busy professionals grow and preserve their wealth by using proven strategies backed by decades of academic research.

After working with large wealth management firms for over half my career, I realized one thing: They spent more time talking about how to make the firm more money than how to make clients more money.

I wanted to change that, which led me to the career path I’m on today. Join me to learn how to invest smartly, and with your own interests in mind.

Seen me somewhere? That’s probably because I was recognized as a 2015, 2016, and 2017 Five Star Wealth Manager in San Diego Magazine and a Top 40 Advisor Under 40 by InvestmentNews. I was also the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine.

You may have also read my words in Kiplinger or San Diego Downtown News, two magazines where I contribute regularly.

About Me

Keep More of Your Hard-Earned Money