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 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
Top Registered Investment Advisors in America
Pure Financial Advisors, Inc. Named to 2017 Financial Times 300 Top Registered Investment Advisors
Pure Financial Advisors, Inc. is pleased to announce we have been named to the Financial Times 300 Top Registered Investment Advisors for the fourth consecutive year. The list recognizes top independent RIA firms from across the U.S and was posted June 22, 2017.
This is the … Read more
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
