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, including being continually ranked as one of Barron’s Top 100 Financial Advisors2 and continually named to Forbes America’s Top 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.”
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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 rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
3 The Forbes America’s Top Wealth Advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion.