ABOUT HOSTS
Alan Clopine
Alan Clopine
ABOUT Alan

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

Brett Greeenig
Brett Greenig
ABOUT Brett

Brett currently manages the tax department and works closely with our Certified Financial PlannerTM Professionals (CFP®s).  He reviews tax strategies and provides tax projections to show the value of recommendations.  Brett is also the subject matter expert for the Pure team and educates and updates various departments on tax and retirement plan regulations.  Before joining [...]

It’s tax season! Your biggest expense throughout your lifetime will likely be taxes. Learn last minute tax-saving tips to save you money this year.

Protected: 5-Step Estate Plan

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24
APR
2024
Joe Sanchez

Protected: Estate Planning Mistakes | Financial Tip

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24
APR
2024
Patrick Robinson

Volunteering at Junior Achievement Finance Park | Financial Literacy Month

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...

15
APR
2024
Susan Brandeis

Navigating Turbulent Financial Markets in 2024 | Apollo Lupescu, Dimensional Fund Advisors

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...

09
APR
2024
Brian Perry
Brian Perry
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