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 heard the news, can’t you tell?
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.