Pure Financial Brea Office

We are a fee-only financial planning firm in Brea, CA. Located in East Brea, the Pure Financial office is just down the street from Tri-City Park and the Brea Mall. Exit the 57 Freeway on Imperial and you’ll be to our office within minutes. There are numerous restaurants and shops just around the corner!

Pure Financial Advisors Brea

Upcoming Retirement Planning Courses in Brea

There are several ways to save for retirement; learn the advantages and disadvantages of each by attending a 2-Day Planning Course! Find out the benefits of converting your IRA to a Roth IRA, and whether you should make the conversion over one or multiple years based on your tax bracket. Take a look at your employer-sponsored retirement plans and Social Security benefits so you’re prepared for future decisions you must make. Classes are hosted in Orange County.

Don’t stop your education there! Catch financial news without all the hype on the Your Money, Your Wealth® TV Show, Radio Show, and Podcast. Watch new television episodes on Sunday mornings and weekly podcast episodes at yourmoneyyourwealth.com.

Pure Financial is a fee-only financial planning firm in Brea that provides comprehensive retirement planning services. We ensure that our client’s best interests come first. Experience the Pure Difference and live a life well-planned.

VIEW ALL COURSES in Brea next course
Thursday
May 2, 2024 &
May 9, 2024
class name

Retirement Workshop

class sessions

6:30pm - 9:30pm

where

University of California, Irvine

address

UCI Division of Continuing Education 510 E. Peltason Dr. Irvine, CA 92697

instructor
Dean Heimbach

Dean Heimbach

How Pure Financial Can Help You

Looking for an Orange County financial advisor? The foundation of Pure’s planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. Pure Financial prides itself on being dedicated financial advisors in Brea, and wants to work with the residents of this county to build successful wealth preservation.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world from retirement planning, tax planning, and estate planning to investing, global diversification, and portfolio rebalancing.

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Lunch n’ Learn

Brea area, Join us for a one-hour lunch n’ learn as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets.
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Register for a Class

Prepare yourself for a successful retirement and reserve a seat in a retirement course near you. Class tuition ranges from $30-60 depending on location and includes a 200-page textbook to take home, small investment towards your long-term care and goals.
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Experience the PURE Difference

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