Jack Dugan

 

Jack Dugan
Jack Dugan, CFP® & Senior Financial Planner for Pure Financial

We are proud to announce that Jack Dugan, Senior Financial Planner, has won Five Star Professional’s 2015 Wealth Manager Award for the fourth consecutive year!

“To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.” – from Program Summary

Read full program summary & methodology

Jack has demonstrated excellent leadership in the wealth management industry. View Jack’s award

Pure Financial Announces Two Transactions to Close Out 2023

SAN DIEGO, March 4, 2024 – Pure Financial Advisors, LLC (“Pure”) today announces the closing of two acquisitions to end 2023 with Northern California-based Symphony Financial Planning, LLC (“Symphony”) and Oregon-based Crestline Capital, LLC (“Crestline”). Both transactions further expand Pure’s presence across the Western U.S. All principals and employees of both firms joined Pure as a result...

05
MAR
2024

YMYW Ranked in 15 Top Resources to Achieve Your Financial Resolutions by CardRates (2023)

Pure Financial’s Your Money, Your Wealth® (YMYW) has been ranked in the 15 top resources to achieve your financial resolutions by CardRates.com. They recommend five books, podcasts, and websites and apps designed to to help people achieve their financial New Year’s resolutions. The article reviews the Your Money, Your Wealth® podcast as a show that...

11
JAN
2024

Pure Ranked in Top Regional Fee-Only RIAs by InvestmentNews (2023)

Pure Financial Advisors was recently named as one of the Top 25 Fee-Only Firms in the West by InvestmentNews. Pure Financial ranked number 21 out of 25. “InvestmentNews celebrates the best fee-only RIAs from the four regions across the US. The 100 winners are thriving in their respective areas by ensuring their clients experience exemplary...

11
DEC
2023

Pure Financial Named Best Places to Work in San Diego (2023)

Pure Financial Advisors is proud to be named as one of the Best Places to Work in San Diego by the San Diego Business Journal. Pure Financial placed #18 out of 46 companies in the Medium Employers (50-249 U.S. Employees) category. included in the ranking. This year, 100 companies were ranked across four different categories...

18
SEP
2023