.
Taylor Schulte, CFP® was named the #2 top financial advisor in 2020 on the annual Investopedia 100 List. Each year, Investopedia creates its list of advisors who have been influential in bringing financial education to diverse audiences. For 2020, that also meant addressing the arrival of the COVID-19 pandemic. Volatile markets and record job losses…
Continue Reading
.
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
.
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
.
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, 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
.
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
.
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…
Continue Reading
.
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….
Continue Reading
