Investopedia Top Financial Advisors (2021): Taylor Schulte Ranked #3 in U.S.

Investopedia Top Financial Advisors (2021): Taylor Schulte Ranked #3 in U.S.

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 #2 top advisor in…
Continue Reading

From Mentorship to Partnership: Tyler Aubrey, CFP® Becomes a Define Financial Partner

From Mentorship to Partnership: Tyler Aubrey, CFP® Becomes a Define Financial Partner

Define 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…
Continue Reading

Investopedia Top Financial Advisors: Taylor Schulte Ranked #2 in U.S.

Investopedia Top Financial Advisors: Taylor Schulte Ranked #2 in U.S.

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 created a troubled economy and increased…
Continue Reading

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…
Continue Reading

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…
Continue Reading

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…
Continue Reading

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…
Continue Reading

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…
Continue Reading