IN THE PRESS

Awards & Accomplishments:

Define Financial has been recognized in San Diego and across the country for the financial planning work we do for our clients. To read more about our awards and accomplishments, click the link below:

View Awards

Media Quotes:

U.S. News, 03/19/18 – “4 Lessons from the Rise of Female 401(k) Millionaires”
Bankrate, 02/22/18 – “How to Invest in Step-Up CDs'”
SD Voyager, 02/01/18 – “Meet Taylor Schulte of Define Financial'”
FPA Journal, 01/01/18 – “Examining Total Portfolio Performance: U.S. Government Vs. Corporate Bonds'”
Acorns, 12/13/17 – “What’s the Bitcoin Frenzy All About? We Break It Down'”
Advisor Advertising, 11/6/17 – “Financial Advisors Should Be Utilizing The Newest Technologies To Better Serve Clients'”
Forbes, 10/23/17 – “Is Debt The Devil? Financial Advisors Say 'Not Always'”
U.S. News, 9/11/17 – “How to Manage Financial Matters Before Getting Married Late in Life”
Forbes, 9/1/17 – “Why Emerging Markets Remain A Strong Buy Despite Huge 2017 Rally”
Bankrate, 8/31/17 – “4 steps to take if you’re ready to leave Wells Fargo”
The Simple Dollar, 7/5/17 – “Nine Money Mistakes New Retirees Can’t Stop Making”
Investment News, 6/19/17 – “40 Under 40 | Passion Fuels the Future”
WSJ, 6/19/17 – “To Compete With Bigger Rivals, an RIA Gets Creative on Pay Structure”
U.S. News, 6/19/17 – “7 Steps to Retire in Your 50s”
USA Today, 6/4/17 – “Retirement: 8 financial choices you’ll regret in 5 years”
MSN Money, 5/8/17 – “8 ways to earn more money in retirement”
Acorns, 3/27/17 – “Is Investing in Dividend-Yielding Stocks a Smart Strategy?”
Kiplinger, 03/01/17 – “Should I Be Tempted to Invest in Bitcoin?”
American Funds, 1/24/17 – “Taylor Schulte, The Toughest Question He’s Heard”
Forbes, 1/2/17 – “How To Invest In 2017: The 5 Best Mutual Fund Ideas”
MarketWatch, 12/14/16 – “7 ways rich people ruin their lives”
GoBankingRates, 12/03/16 – “Best and Worst Ways to Spend Your Year-End Bonus”
CNBC, 11/10/16 – “Can you truly afford to help your kids with college?”
The Street, 10/23/16 – “How to Pick a Financial Adviser”
Kiplinger, 9/25/16 – “A Simple Guide to College Savings Plans”
GoBanking Rates, 9/12/16 – “6 Lies You Tell Yourself That Are Keeping You From Success”
Forbes, 8/21/16 – “6 Ways To Prevent Ruining Your Life If You Win The Lottery”
Student Loan Hero, 8/17/16 – “12 Experts Share Their Best Student Loan Advice”
Main Street, July 11, 2016 – “Are You Going to Saddle Your Kids With Your Debt?”
San Diego Downtown News, June 3, 2016 – “Five tax experts share their best tips for 2016”
WSJ, May 18, 2016 – “Why One Adviser Switched to Charging Retainer Fees”
Kiplinger, April 1, 2016 – “What To Do When Markets Plunge”
Fiscal Times, March 24, 2016 – “9 Ways the Rich Maximize Their Tax Breaks (Some You Can Use, Too)”
Financial Planning Magazine, March 4, 2016 – “How to be a Millennial Magnet”
Forbes, February 28, 2016 – “13 Financial Advisors Share The Worst Financial Mistakes They Have Ever Seen”
CNN Money, February 25, 2016 – “The best way to save for a down payment”
Yahoo! Finance, February 16, 2016 – “The Best and Worst Ways to Spend Your Tax Refund”
WSJ, January 13, 2016 – “Financial Advisers Focus on Niches to Grow”
San Diego Magazine, January 1, 2016 – “Five Star Wealth Manager Award”

Older Posts

GET STARTED HERE

We know the process of finding a financial planner can be overwhelming. The S.T.A.R.T. HERE Process™ was specifically designed with you in mind. It’s a simple framework to help you make an informed decision about hiring the right advisor.

Learn More

10 Biggest Mistakes

to Avoid When Hiring a Financial Advisor

Are you searching for a Financial Advisor? Our latest guide highlights the 10 biggest mistakes people make and how they can be avoided.

Sidebar Guide

Sidebar Download guide

First Name*
Email*

*Privacy policy: we hate SPAM and promise to keep your email address safe.

Awards & Accomplishments

We have recognized across the nation for the financial planning work we do. View our awards and accomplishments below!