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.
Investopedia Top 100: An Award Apart
The Investopedia 100 is distinct from many other financial industry awards, which are often based on “pay to play” participation, and/or business metrics, such as assets under management.
“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.”
To select recipients, Investopedia seeks advisors who have stood out through peer-to-peer nominations, as well as through noteworthy community outreach, including:
- Publishing and speaking
- Engaging in social media
- Advocating for financial literacy among diverse communities.
Sound Financial Advice in Challenging Times
“It’s an honor to be consistently recognized by Investopedia 100,” says Schulte, “especially when I get to appear alongside so many of my most respected colleagues.”
Schulte adds, “As we’ve all struggled to stay connected during the pandemic, it’s been especially important to remain part of a larger community of independent advisors dedicated to helping families make smart decisions with their money, even during challenging times.”
Jared Tanimoto, the founder of Ascent Wealth, had the following to contribute:
“As president of the Orange County Financial Planning Association (FPA), I’ve had the opportunity to network with a number of fellow advisors. One of the things that stood out in my conversations with Taylor is how good he is at suggesting options to consider, instead of just saying, ‘This is the answer.’ To me, Taylor demonstrates the value of remaining flexible, while embracing what we’re really trying to accomplish for our clients.”
To Growing Together
Schulte founded Define Financial in 2014 based on his personal mantra: “To growing together.” He’s been building on the sentiment ever since.
In 2016, he launched his popular “Stay Wealthy” podcast to help investors make informed decisions about retirement planning, tax reduction, and sound money management.
Today, the podcast reaches tens of thousands of listeners each month and was named by Forbes as a Top 10 Finance Podcast.
In 2019, Schulte and Justin Castelli (#5 on this year’s Investopedia 100 list) co-founded The AGC™ (Advisors Growing as a Community), a leading online community for financial advisors dedicated to expanding diversity and growing personally and professionally alongside their peers.
“I’ve gotten to know Taylor over the past couple of years as a member of The AGC. He’s not only a fabulous financial planner, he’s a model for so many of us. I really respect how he’s grown his business and the clarity he brings to who he serves and how he serves them. Plus, he’s incredibly generous in sharing what he’s learned along the way and encourages the rest of us to deepen our collaboration and connections. The profession is much better off for having him in it!” ~ Stephanie McCullough, Sofia Financial
Schulte is also a familiar presence on most of the popular social media forums, regularly contributing to investors’ and advisors’ knowledge base.
What’s next for Schulte?
He recently took some extra time to tend to his growing family, having just welcomed his third child, Cece Mae, in early June.
But don’t blink. He’s already back to his regular podcasting schedule, and the Define Financial team is hard at work prepping for their favorite season, year-end tax planning!
About Investopedia and The Top 100 Advisor List
Investopedia is one of the largest and most renowned financial education companies on the internet. Investopedia provides millions of people with the information they need to successfully learn about personal finance and manage their money.
“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. Next, they focus 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.
Here is the official press release for the 2021 Investopedia Top 100.
Disclaimer: Investopedia’s proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor’s published work, public appearances, online following, and commitment to financial literacy across diverse communities. The 2021 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor. Awards, third-party rankings and other recognitions are not indicative of future performance. Awards and other recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. Neither Investopedia nor any of its associates are affiliated with Define Financial, none of the awards or other recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any award or other recognition.