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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…
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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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NEW 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…
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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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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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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® 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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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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