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.
Mike Fenison’s Cover Story In Advisor Solutions
Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison, was recently featured in the cover story of Advisor Solutions, a TD Ameritrade Institutional magazine designed to deliver business-building ideas to financial advisors. The story covers the roots of Pure Financial and what gives the company a comparative advantage against its competitors.
Fenison attributes the company’s success to … Read more
Tamarac Features Pure Financial
Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform
Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing®
January 19, 2017
Pure Financial Advisor’s Director of Trading, Benjamin Littman was recently quoted in an Envestnet | Tamarac press release covering the enhancements made to the level of integration between … Read more
Top Wealth Management Firms in San Diego
San Diego Business Journal Ranks Pure Financial 12th Largest Wealth Management Firm in San Diego
January 2017
Pure Financial Advisors, Inc. was recently named to San Diego Business Journal’s 2016 List of Largest Wealth Management Firms in San Diego. The firm placed 12th out of 40 firms included in the ranking. Michael Fenison, founder and CEO of Pure Financial, … Read more
Largest Private Companies in San Diego
San Diego Business Journal Ranks Pure Financial 55th Largest Private Company in San Diego
January 2017
San Diego Business Journal‘s 2017 Book of Lists ranked Pure Financial Advisors, Inc. in the list of San Diego’s Largest Private Companies. The firm ranked 55th out of 80 companies included in the ranking. Co-CEO and Chief Financial Officer of Pure Financial Advisors, … Read more
Retirement Planning for the Self-Employed
Retirement Planning for the Self-Employed
January 23, 2017
Investopedia recently covered an article on retirement savings options for self-employed workers, including the solo 401(k), SEP IRA and SIMPLE IRA. President of Pure Financial Advisors, Joe Anderson contributed to the section on the SEP IRA (Simplified Employee Pension), which you can open at just about any bank or brokerage firm. While … Read more
