ABOUT HOSTS

Susan Brandeis
ABOUT Susan

Susan is a CERTIFIED FINANCIAL PLANNER™ professional who earned her BA in Financial Services from San Diego State’s College of Business Administration, also receiving a SDSU Personal Financial Planning Certificate. In addition, prior to working with a fee-only advisory firm, Susan held the FINRA series 7 and 63 securities registration. Until joining Pure Financial Advisors, [...]

“Our young people are far more capable and far more aware of the world around them than we give them credit for. So start early, and don’t be afraid to have tough conversations about money.” – Sidd Vivek, President and CEO, Junior Achievement of San Diego

April is Financial Literacy Month, highlighting the importance of financial education for both adults and kids. Pure Financial’s Chief Financial Planning Officer Susan Brandeis talks with Sidd Vivek, President and CEO of Junior Achievement of San Diego; a global non-profit organization committed to empowering young people to own their future success. Through a network of stellar volunteers who share their own life experiences with students at JA Finance Park, they deliver immersive learning experiences in financial literacy, work readiness, and entrepreneurship to ensure our communities are financially literate and saving for the future.

Cracking the Financial Code at Any Age

 

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IMPORTANT DISCLOSURES:

• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.

• Pure Financial Advisors LLC is not affiliated with or endorsed by any non-profit organizations.

CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.