We've Got You Covered
It's not just about your money, it's about your life. Our CERTIFIED FINANCIAL PLANNER™ professionals understand how complex your financial situation can be, and we're here to help. Whether you're nearing retirement, in retirement, had a life altering event or need investment advice, Pure Financial's FEE-ONLY FIDUCIARY financial advisor team helps craft an investment strategy and retirement plan based on the best interest of your financial goals. Fee-only advisors abide by the fiduciary rule, so we always work in our clients' best interest and never take commission. Retirement planning and investment management are our specialties. Your portfolio is built to work towards and support the life you've always dreamt about.
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 PLANNER™ professionals 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, our wealth management and retirement planning course will help you make informed decisions for your future. Retirement Planning Class tuition ranges from $30-60 depending on location.
Have a Question? Ask PURE!
Get your questions answered by credentialed financial planning professionals in Pure Financial's Question of the Week. Our registered investment advisors will send you a response directly to your inbox. Your question may also be featured on Your Money, Your Wealth®!
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 wealth management team by viewing our recent features in the news
INC 5000: Nation’s Fastest-Growing Private Companies
Inc. Magazine Unveils Its 37th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000. For the 4th Time, Pure Financial Advisors appears on the Inc. 5000!
Inc. magazine today revealed that Pure Financial Advisors, Inc. has ranked on its 37th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at … Read more
Pure Ranked #148 RIA out of 707 in the Nation
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 700 companies were ranked. Pure Financial placed #148 out of 707 firms included in the ranking, moving up from #164 position last year.
… Read more“We were very pleased to learn that we’re now among the top 150
Pure Named to Financial Times Top 300 RIAs in the Nation
Pure Financial is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers for the 5th consecutive year. The list recognizes top independent RIA firms from across the U.S.
This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a … Read more
Pure Ranked in Top 20 Best Financial Advisors in LA
We are pleased to announce that Pure Financial Advisors, Inc. has been ranked in the Top 20 Best Financial Advisors in Los Angeles, CA by Expertise.
Expertise is a platform designed to connect people with the best local experts. Expertise scored financial advisors on more than 25 variables across five categories and analyzed the results to give you a … Read more
Pure Ranked Top 10 Financial Advisors in San Diego
Pure Financial Advisors is proud to be ranked by Smart Asset as one of the Top 10 Financial Advisors in San Diego, CA.
According to Smart Asset™, one of Pure’s unique policies helped us stand out from the rest. All advisors at Pure Financial are required to have the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), the Accredited Investment Fiduciary credential (AIF®) … Read more
