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Mark Schulten, CFP®

Managing Partner
Mark Schulten, CFP | Managing Director | TSG Wealth Management

Since 1984, TSG Wealth Management’s Managing Partner, Mark Schulten, has been assisting high net worth investors in reaching their financial goals1. Mark graduated from UCLA with a degree in economics and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the University of Denver in 1990.

 

In 1992, along with his father, Warren Schulten, Mark founded The Schulten Group. In 2019, he and his team rebranded and expanded their operation into what is now TSG Wealth Management. Mark has brought together a dynamic and successful team that is committed to providing an environment that fosters lifelong relationships and exceptional client service. As a testament to their team effort, Mark has received many accolades from 2015-2022 as one of Barron’s Top 100 Financial Advisors2 and also from 2016-2022 in Forbes Top 250 Wealth Advisors.3

 

In addition to his financial success, Mark is committed to leading by example in the community, recognizing the importance of giving back through philanthropy. For over 20 years he has been an integral part of growing CureArthritis.org, one of the nation’s leading private funders of developmental arthritis research. He also serves as a trustee for the Earl B. and Loraine H. Miller Foundation which has provided over $50 million in support of organizations supporting the health and well-being of children in need.

 

Personally, he and his wife, Lisa, enjoy boating, skiing and golfing, especially with their two children Ryan and Alexa.

 

Mark’s favorite quote is “No matter how you feel… Get Up, Dress Up, Show Up and Never Give Up.”

 

NV Insurance License #3283994

CA Insurance License #0A37735

Resident state: NV

You may not know this about Mark Schulten…

 

When Mark was young he always wanted to be in the finance industry. His constant fascination with creating business opportunities has lead to the amazing team at TSG Wealth Management.

Mark Schulten's Family | Mark Schulten, CFP

1 Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

 

2 The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

3 The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.