Matt Horsley shares the benefits of working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional by explaining the process for achieving a CFP® credential and also sharing what areas of financial planning a CFP® professional focuses on. At Pure Financial, we only recommend that you work with a CFP® to show that the advisor is properly adequate to handle your finances and because all CFP® practitioners are held to the highest fiduciary standard, meaning they are obligated by law to do what’s in their client’s best interest.
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In April, we celebrate Financial Literacy Month, emphasizing the vital role of financial education for everyone of all ages. Pure’s team of financial professionals recently participated in a one-day visit to the Junior Achievement of San Diego County, a non-profit dedicated to empowering youth to take charge of their future success. Transcript Pure Financial Advisors...
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Can financial markets continue to rise despite inflation and recession concerns? How does a globally diversified portfolio stack up against the Magnificent Seven of Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Google (GOOG), Tesla (TSLA), Apple (AAPL) and Meta (META)? Does global investing still make sense? What impact will the 2024 presidential election have on your...
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