Mark Schulten, CFP®
Managing Partner @ 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 taxation 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 2009-2020.