Investopedia Top Financial Advisors (2022): Taylor Schulte Ranked #2

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The “Investopedia 100” spotlights the Top Financial Advisors in the U.S. who are making significant contributions to financial literacy and the financial planning profession. NEW YORK, July 11, 2022—Define Financial is excited to announce that founder, Taylor Schulte, CFP® has once again ranked highly in Investopedia’s 100 Top Financial Advisors award. Among the 2022 top financial […]

A 6-Year Job Interview: Josh Rendler, CFP® Joins Define Financial

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Financial Planner Josh Rendler brings his planning skills to Define Financial, six years after meeting the founder through a job shadow program. A 6-Year Job Interview: Josh Rendler, CFP® Joins Define Financial Financial Planner Josh Rendler brings his planning skills to Define Financial, six years after meeting the founder through a job shadow program. By: Define […]

Define Financial Named “Best Financial Advisor in San Diego” by Expertise.com

SAN DIEGO, October 8th, 2022 – Define Financial was named one of the “Best Financial Advisors in San Diego” by Expertise.com. Expertise scored the Best San Diego Financial Advisors on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best: About Expertise.com “Expertise.com features only objectively quantified and qualified professionals […]

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