3040 Saturn Street, Suite 100

Brea, CA 92821

Mon-Fri 9am-5pm

Pure Financial Brea Office

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, so if you have some time after your meeting you can make an afternoon of it.

How Pure Financial Can Help You

It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need a financial plan, our team of Certified Financial Planner™ professionals can help you get the right information so you can make the best decisions for your financial future. Pure Financial has taken pride in being a valuable wealth management partner for city of Brea, we work hard to maximize your assets.

Pure Financial Advisors, Inc., was started with the idea that we could eliminate the major criticism in the industry thereby giving clients the very best value possible. A pure business model was the vision and Pure Financial Advisors became the reality. We are a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. This means that our advisors are salary-only employees who never receive commissions. A partnership with Pure ensures that your best interest always comes first.

Upcoming Retirement Planning Courses in Brea

Jumpstart your retirement IQ with our 2-Day planning course! Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course will help you make informed decisions for your future.

Learn about the changing nature of today’s tax laws and the strategies used to minimize or eliminate income at a class at Santiago Canyon College or California State University, Fullerton.

Whether you think you are ready to retire today, or in ten years, this course will examine your readiness based on your annual income and give you an estimate of how much you can afford to spend during retirement based on your life plan.

Want to learn even more? Catch Joe Anderson, CFP® and Alan Clopine, CPA on the Your Money, Your Wealth® podcast every week at yourmoneyyourwealth.com, iTunes, and on your favorite podcast app. Not only can you stay informed about key topics and take charge of your financial future on the podcast, but also on AM 870 The Answer (Orange County & Los Angeles) on Saturdays at 10 a.m.

Pure Financial has redefined financial planning in Brea. Our fee-only advisory service prides itself on transparency and helping clients exceed their financial goals.

We've Got You Covered

It's not just about your money, it's about your life. Our CERTIFIED FINANCIAL PLANNER™ professionals understand how complex your financial situation can be, and we're here to help. Whether you're nearing retirement, in retirement, had a life altering event or need investment advice, Pure Financial's FEE-ONLY FIDUCIARY financial advisor team helps craft an investment strategy and retirement plan based on the best interest of your financial goals. Fee-only advisors abide by the fiduciary rule, so we always work in our clients' best interest and never take commission. Retirement planning and investment management are our specialties. Your portfolio is built to work towards and support the life you've always dreamt about.

Talk to an Advisor

Prepare for Retirement

Ensuring that you are prepared for retirement can be highly complex. You’ve worked hard enough to get to this point, so leave that work up to us. Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help guide you through the retirement planning process. Let us take care of the complexities, while you enjoy life.

Retirement Planning

Reduce Your Tax Liability

At Pure, one of our key financial planning strategies is finding ways to reduce the amount you pay in taxes annually. We devote substantial resources to develop tools and implement strategies that help control your tax burden now and in the future.

Tax Planning

Invest for Your Future

Pure’s asset management relies on evidence-based investment principles and decades of time-tested research. We design and manage portfolios utilizing a long-term, prudent investment strategy designed to let the power of the markets work for you.

Investing Home

Never Stop Learning

Education is the foundation of a successful future. Here, we believe your financial journey should start with learning. We provide weekly content to help you through the ongoing process of creating your financial plan. Visit our learning center to take advantage of our financial resources.

Education Home