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!

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. Stay informed about key topics and take charge of your financial future by listening to our podcast.

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

VIEW ALL COURSES in Brea next course
Thursday
July 13, 2023 &
July 20, 2023
class name

Retirement Made Easy

class sessions

6:30pm - 9:30pm

where

California State University, Fullerton

address

800 N. State College Blvd. Fullerton, CA 92831-3599

instructor
Jake Greenberg

Jake Greenberg

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 the city of Brea, we work hard to maximize your assets.

Pure Financial Advisors 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.

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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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