We've Got You Covered
It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need a financial plan, our team of Certified Financial Planners™ can help you get the right information so you can make the best decisions for your financial future.
Talk to an AdvisorPrepare for Retirement
Ensuring that you are prepared for retirement can be highly complex. You’ve worked hard enough to get to this point, so leave that work up to us. Our team of Certified Financial Planners™ can help guide you through the retirement planning process. Let us take care of the complexities, while you enjoy life.
Retirement PlanningFind Your Advisor
Pure Financial is a fee-only advisory firm that has hand-picked a team of qualified and credentialed professionals who are working to help you achieve your financial goals. Get to know our advisors and see how we can help you.
Meet the TeamReduce Your Tax Liability
At Pure, one of our key financial planning strategies is finding ways to reduce the amount you pay in taxes annually. We devote substantial resources to develop tools and implement strategies that help control your tax burden now and in the future.
Tax PlanningInvest for Your Future
Pure’s asset management relies on evidence-based investment principles and decades of time-tested research. We design and manage portfolios utilizing a long-term, prudent investment strategy designed to let the power of the markets work for you.
Investing HomeNever Stop Learning
Education is the foundation of a successful future. Here, we believe your financial journey should start with learning. We provide weekly content to help you through the ongoing process of creating your financial plan. Visit our learning center to take advantage of our financial resources.
Education HomeJumpstart Your Retirement IQ With Our 2-Day Planning Course!
Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course will help you make informed decisions for your future. Class tuition ranges from $30-60 depending on location.
Have a Question? Ask PURE!
Get your financial questions answered by credentialed professionals in Pure Financial’s Question of the Week. We’ll send our response directly to your inbox.
PURE in the News
The media often calls upon our financial advisors for insight and perspective. Learn more about Pure Financial and get to know our advisors by viewing our recent features in the news.
Pure Financial Ranked 3rd Fastest-Growing RIA in the Nation
Pure Financial Advisors, Inc. is honored to be ranked as the 3rd fastest-growing Registered Investment Advisor (RIA) in the nation by WealthManagement.com. The 10 U.S.-based RIAs on the list have experienced the most acceleration, growing their assets under management at record rates over the last 6 ½ years, according to DiscoveryData.1
… Read more“Our growth has been 100% organic.
Inc. 5000 Ranks Pure Financial in Nation’s Fastest-Growing Private Companies in 2017
August 2017
For the third year in a row, Inc. magazine has ranked Pure Financial Advisors, Inc. in its annual Inc. 5000 list, an exclusive ranking of the nation’s fastest-growing private companies. The list represents the most comprehensive look at the most important segment of the economy – America’s independent entrepreneurs.
“Out of the nearly seven million private companies
Alan Clopine Conquers Kalalau Trail One Step at a Time
By: Guest Columnist Skip Schweiss, RIA Biz July 21, 2017
Six years ago, Tiburon Strategic Advisors’ Chip Roame and TD Ameritrade’s, Skip Schweiss turned a bucket-list hike up and down Mount Whitney into a group outing comprising some of the investment services industry’s hardiest souls. Following their successful 22-mile, 6,200 vertical-foot “hike” they … Read more
Pure Financial Ranked in Financial Advisor Magazine’s Top RIA Ranking 2017
July 2017
Pure Financial Advisors is proud to be ranked in Financial Advisor Magazine’s top Registered Investment Advisors (RIA) in the nation. This year, more than 600 companies were ranked. Pure Financial placed #164 out of 638 firms included in the ranking.
Methodology: This annual ranking is based on the percentage of growth in assets under management from the … Read more
2017 Best Businesses of Irvine Award
Pure Financial Advisors, Inc. has been selected for the 2017 Best Businesses of Irvine Award in the Financial Planner category by the Best Businesses of Irvine Award Program.
Each year, the Best Businesses of Irvine Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance … Read more
