Taylor Schulte, CFP® named Investopedia 2019 Top 100 Financial Advisor

Taylor Schulte, CFP® named Investopedia 2019 Top 100 Financial Advisor

Taylor 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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Taylor Schulte, CFP® Named San Diego’s “Shaping Finance” Recipient by San Diego Magazine

Taylor Schulte, CFP® Named San Diego’s “Shaping Finance” Recipient by San Diego Magazine

Define Financial is thrilled to announce that its founder, Taylor Schulte, was awarded one of San Diego’s top honors by San Diego Magazine as a “Shaping San Diego” innovator for 2019. Taylor was named for “Shaping Finance” by San Diego Magazine, highlighting his firm’s commitment to putting client financial interests first. The annual Shaping San…
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Investopedia – Taylor Schulte, CFP® named in Top 100 Financial Advisors

San Diego, June 6, 2018—Taylor Schulte, CFP® was named one of the top “100 Most Influential Advisors” in 2018 by the media giant, Investopedia. “The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.” -Investopedia.com We were a little excited when we…
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San Diego Magazine – Taylor Schulte, CFP® Receives 2018 Five Star Wealth Manager Award

San Diego, January 15, 2018— San Diego Magazine recently featured Taylor Schulte, CFP® as a 2018 Five Star Wealth Manager award-winner. Schulte was chosen from over 1,400 candidates in San Diego that were considered for the award. This is the fourth consecutive year Schulte has been recognized and he continues to be humbled by the support…
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The Journal of Financial Planning – Jon Luskin, MBA, CFP®, U.S. Government Vs. Corporate Bonds

SAN DIEGO, December 01, 2017—Jon Luskin, MBA, CFP®, had his second academic paper, “Examining Total Portfolio Performance: U.S. Government Vs. Corporate Bonds,” published in the December 2017 issue of The Journal of Financial Planning. The Journal goes to 45,000 financial planning professionals around the world. Its mission is to expand the body of knowledge of the…
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Define Financial’s Jon Luskin, MBA, CFP® Named One of InvestmentNews’ 40 Under 40

  San Diego, June, 22nd, 2017— InvestmentNews recently named Jon Luskin as one of its 2017 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Jon Luskin was chosen from more than 800 nominations. “It’s an honor to be included in this select group of professionals,” said…
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The Journal of Financial Planning – Jon Luskin, MBA, CFP® Academic Paper on Dollar-Cost Averaging

SAN DIEGO, January 01, 2017—Jon Luskin, MBA, CFP®, had his academic paper, “Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance,” published in The Journal of Financial Planning.  The Journal goes to 45,000 financial planning professionals around the world. Its mission is to expand the body of knowledge of the financial planning profession….
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San Diego Magazine – Taylor Schulte, CFP® Receives 2017 Five Star Wealth Manager Award

SAN DIEGO—January 01, 2017— Define Financial, a San Diego fee-only financial planning firm, announced today that Founder and CEO Taylor Schulte, CFP® has been honored with the 2017 Five Star Wealth Manager award. This is the third consecutive year Schulte has been recognized with this award, which is limited to less than five percent of San Diego…
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