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 make retirement accessible to everyone. For this reason, he specializes in offering retirement planning strategies in simple, actionable steps that anyone can implement. Taylor reaches tens of thousands of readers and listeners across the world with his straightforward investing methodology and motivating tone.
Taylor’s goal is simple: to educate and empower people to make smart financial decisions so they can retire on their own terms.
“I started Define Financial because I saw large wealth management firms spend more time increasing their own cashflow than on their client’s financial needs. Instead, I wanted a place for people to receive objective financial advice, free of conflicts. Three years later, I created the You Stay Wealthy podcast, which continues to empower and motivate people around the world.”
Investopedia reports that there are 100,000 independent financial advisors in the United States. “I am humbled and honored to be recognized in the top 100 of such a diverse and respected field,” says Taylor.
Taylor was also recently awarded the 2019 “Shaping San Diego” innovator award from San Diego Magazine.
About the Investopedia 100
“The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. They influence the practice of financial advice and help educate millions of investors.”
To find the 100 best, Investopedia relies on peer-to-peer nominations. In addition, they focused on those who demonstrated an ability to reach the largest and most relevant audience. This was measured by the impact and quality of their published work, public appearances, and online following, particularly on Twitter and LinkedIn.
Investopedia is one of the largest and most recognizable financial education companies on the internet. They help millions of people successfully learn about personal finance and investing by simplifying complex information. They aim to give everyone the confidence they need to manage and succeed in their financial lives.
About Define Financial
Define Financial is a commission-free wealth management firm headquartered in San Diego, CA. Founded in 2014 by Taylor Schulte, CFP®, CEO, the firm specializes in retirement and tax planning for individuals over age 50.
Define Financial prides itself on adhering to the Fiduciary Standard 100% of the time, ensuring clients’ interests are always put first. Its comprehensive services include investment management, retirement and tax planning, charitable giving strategies, insurance optimization, and social security timing.