.
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…
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…
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…
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…
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…
Continue Reading
.
SAN DIEGO—January 01, 2017— Define Financial, a San Diego fee-only financial planning firm, announced today that Founder and CEO Taylor Schulte, CFP® has been honored with the 2017 Five Star Wealth Manager award. This is the third…
Continue Reading
.
SAN DIEGO—July 07, 2016—Define Financial, a San Diego-based fee-only financial planning firm, announced today it has added Jon Luskin to the team. In his new role as a Financial Planner, Luskin will be responsible for…
Continue Reading
.
SAN DIEGO, June 27,2016—InvestmentNews recently named Taylor Schulte, CFP® as one of its 2016 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Schulte was…
Continue Reading