2020 Main St., Suite 690

Irvine, CA 92614

Mon-Fri 9am-5pm

Pure Financial Irvine Office

Pure Financial is strategically located along the 405 Freeway, with easy connections to the 55 and 73 freeways and just minutes away from John Wayne Airport. It is considered one of the most desirable office locations due to proximity to the airport, freeway access, and walkability. Additional amenities surrounding our office include Specialty’s restaurant, Peet’s Coffee & Tea, Mick’s, El Torito Grill, McCormick & Schmick’s, Equinox Fitness, Wyndham Hotel, and Embassy Suites. Just minutes away, is South Coast Plaza with more than 250 stores, acclaimed restaurants and the celebrated Segerstrom Center for the Arts.

How Pure Financial Can Help You

Pure Financial Advisors, Inc. is a fee-only Registered Investment Advisor with a focus on tax centric comprehensive strategic planning and low-cost tax efficient asset management. Our specialty is retirement and pre-retirement financial planning, retirement income and asset management with an emphasis on tax reduction. Pure Financial has years of experience working with Orange County residents, we pride ourselves on being a valuable wealth management partner in the community.

Pure Financial is a fiduciary which means we are required to act in the best interest of the client and to provide full and fair disclosure of material facts and conflicts of interest. Our advisors are salary-only employees who never receive commissions and required to have the Certified Financial Planner™ (CFP®) certification, the Accredited Investment Fiduciary designation (AIF®) and a minimum of five years of financial industry experience. A partnership with Pure ensures that your best interest always comes first.

Whether you want to learn more about retirement planning, tax management, or investing philosophy, at Pure you will have not only a financial planner, but also an entire team of CPAs and CFAs providing a holistic financial planning approach.

Upcoming Retirement Planning Courses in Irvine

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 at Orange Coast College.

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 yourmoneyyourwelath.com. The radio show airs on Saturday mornings at 10 a.m. on channel AM 870, The Answer in Orange County and Los Angeles.

Pure Financial is a fee-only financial planning firm in Irvine 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.

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