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

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

By: Define Financial . 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 #3 top advisor, selected out of more than 100,000 independent financial advisors in the U.S. He also ranked as…
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From Mentorship to Partnership: Tyler Aubrey, CFP® Becomes a Define Financial Partner

By: Define Financial . 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: Celebrates their complementary skill sets; and Formalizes their commitment to providing highly valuable, specialized services to Define Financial clients for…
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Investopedia Top Financial Advisors: Taylor Schulte Ranked #2 in U.S.

By: Define Financial . 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 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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Taylor Schulte, CFP® named Investopedia 2019 Top 100 Financial Advisor

By: Define Financial . 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 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

By: Taylor Schulte . 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 “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

By: Define Financial . 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 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

By: Taylor Schulte . 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 award. This is the fourth consecutive year Schulte has been recognized and he continues to be humbled by the support…
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