In The Press
Define Financial accolades and quotes in major publications
Press Releases
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Press release
A 6-Year Job Interview: Josh Rendler, CFP® Joins Define Financial
/ June 19th, 2023
Define Financial warmly welcomes Josh Rendler, CFP® to our growing team in an intriguing, full-circle journey for Josh and our firm. “Josh’s deep knowledge of the retirement planning process will prove to be an asset to both our team and most importantly, our clients. We are excited to have him on the team and look
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Press release
Define Financial Named “Best Financial Advisor in San Diego” by Expertise.com
/ October 11th, 2022SAN DIEGO, October 8th, 2022 – Define Financial was named one of the “Best Financial Advisors in San Diego” by Expertise.com. Expertise scored the “Best San Diego Financial Advisors” on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best: Availability. Consistently approachable and responsive,
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Press release
Investopedia Top Financial Advisors (2022): Taylor Schulte Ranked #2
/ July 11th, 2022NEW YORK, July 11, 2022—Define Financial is excited to announce that founder, Taylor Schulte, CFP® has once again ranked highly in Investopedia’s 100 Top Financial Advisors award. Among the 2022 top financial advisors, Schulte was named to the #2 spot, selected out of more than 100,000 independent advisors in the U.S. He also ranked as
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Press release
Investopedia Top Financial Advisors (2021): Taylor Schulte Ranked #3 in U.S.
/ September 15th, 2021NEW YORK, June 28, 2021—Define Financial is excited to announce that founder, Taylor Schulte, CFP® has once again ranked highly in Investopedia’s 100 Top Financial Advisors awards. Among the 2021 recipients, Schulte was named the #3 top advisor, selected out of more than 100,000 independent financial advisors in the U.S. He also ranked as the
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Press release
From Mentorship to Partnership: Tyler Aubrey, CFP® Becomes a Define Financial Partner
/ September 1st, 2021Define Financial founder, Taylor Schulte, is excited to announce that Tyler Aubrey, CFP® is now an Owner & Partner of the firm. While their names might cause some confusion, Taylor and Tyler believe this partnership: Celebrates their complementary skill sets; and Formalizes their commitment to providing highly valuable, specialized services to Define Financial clients for
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Press release
Investopedia Top Financial Advisors: Taylor Schulte Ranked #2 in U.S.
/ January 5th, 2021NEW YORK, October 27, 2020 — Taylor Schulte, CFP® was named the #2 top financial advisor in 2020 by Investopedia. Each year, Investopedia creates its list of top advisors who have been influential in bringing financial education to diverse audiences. For 2020, that also meant addressing the COVID-19 pandemic. Volatile markets and record job losses
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Press release
Taylor Schulte, CFP® named Investopedia 2019 Top 100 Financial Advisor
/ November 22nd, 2019Taylor Schulte, CFP® was named an Investopedia Top 100 Financial Advisor for 2019. Investopedia annually awards financial advisors who have made an impact in financial literacy. Taylor is being recognized for his reach and influence as an advisor, speaker, writer, and educator. Through the Define Financial blog and You Stay Wealthy podcast, Taylor aims to
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