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 “takes a breezy and light approach to serious financial issues that can prove challenging for retirees and people who plan to retire in the near term.” YMYW is ranked among other finance podcasts such as The Dave Ramsey Show, Suze Orman’s Women and Money Podcast, BiggerPockets Real Estate and Money podcasts, and Planet Money.

Read the full article here.

Awards or inclusion on ranking lists are not indicative of future performance or representative of any one client’s experience. No compensation was paid for inclusion in this article.

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

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

Protected: Pure Financial Named a 2023 Barron’s Top 100 RIA Firm

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18
SEP
2023