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2015-2020
#1 in Southern California
#15 Nationally
Mark Schulten, CFP®
Barron’s Top 1,000 Advisors 2009-2021
2015-2020 FT 400
Top 400 Advisors
Mark Schulten, CFP®
2016-2020
#14 in California
Mark Schulten, CFP®
* Please see important disclosures located within the Awards and Recognition tab.