We are pleased to announce that Pure Financial Advisors, Inc. has been ranked in the Top 12 Financial Advisors in San Diego, CA by AdvisoryHQ.
“With a fiduciary commitment and an open-door policy for all asset levels Pure Financial Advisors earns a perfect 5-star rating and is one of the top financial advisors in San Diego to consider partnering with this year.” – AdvisoryHQ
Key factors that enabled Pure Financial Advisors to rank as a top wealth management firm in San Diego include:
Financial Planning
- Retirement Planning
- Cash Flow Analysis
- Tax Planning
- Risk Management
- Estate Planning
High Industry Standards
As a top San Diego financial advisor, Pure Financial Advisors holds its staff to high industry standards of experience, education, and business practices. All San Diego financial advisors at the firm must meet the following criteria:
- CFP® designation
- AIF® credential
- Minimum of 5 years of experience in the financial industry
“When working with any of the advisors at Pure, you know you’re dealing with a top professional that meets the firm’s standards for excellence.” – AdvisoryHQ
Methodology: Independently reviewed beyond assets under management (AUM), revenue, and the size of the advisory firm. The “Top-Down Advisor Selection Methodology” used is based on fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. AdvisoryHQ reviews and ranks advisory and investment companies only, not professionals or investment individuals. Firms are unaware of reviews until they are completed and published to the public. Inclusion on ranking lists are not indicative of future performance or representative of any one client’s experience. No compensation was paid for inclusion on any list.
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.” – AdvisoryHQ
View Full List at AdvisoryHQ.com
