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Define Financial Awards & Accolades

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Define Financial Named “Best Financial Advisor in San Diego” by Expertise.com

By: Taylor Schulte . October 11th, 2022 Press Release

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

By: Define Financial . September 15th, 2021 Press Release

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

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

By: Define Financial . September 1st, 2021 Press Release

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

By: Define Financial . January 5th, 2021 Press Release

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

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

By: Define Financial . November 22nd, 2019 Press Release

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

By: Taylor Schulte . April 10th, 2019 Press Release

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…
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Investopedia – Taylor Schulte, CFP® named in Top 100 Financial Advisors

By: Define Financial . August 20th, 2018 Press Release

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…
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San Diego Magazine – Taylor Schulte, CFP® Receives 2018 Five Star Wealth Manager Award

By: Taylor Schulte . January 15th, 2018 Press Release

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…
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