Mark Schulten, CFP®

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

Since 1984, Mark Schulten has been assisting high net worth investors in reaching their financial goals and has taken a special interest in taxation1 and estate investment planning. He graduated from UCLA with a bachelor’s degree in economics and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the University of Denver in 1990.

 

Since The Schulten Group was formed in 1992, and now with TSG Wealth Management, Mark has helped create a successful, dynamic team that is committed to providing an environment that fosters lifelong relationships and exceptional client service. Mark has received many accolades, including being ranked as one of Barron’s Top 100 Financial Advisors in the country and #1 in Southern California 2009-2019.2

 

Mark has been an important part of growing CureArthritis.org, which funds developmental arthritis research. He also serves as a trustee for the Earl B. and Loraine H. Miller Foundation. He and his wife, Lisa, enjoy boating, skiing and golfing with their two teenage 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…

 

Mark really enjoys coaching his kids’ sports. One of his favorite moments was when his daughter’s softball team won the National Championship!

 

When Mark was young he always wanted to be in the finance industry. His constant fascination with the stock market and investing 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 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.