15233 Ventura Blvd, 5th Floor

Sherman Oaks, CA 91403

Mon-Fri 9am-5pm

Pure Financial Sherman Oaks Office

Central for Los Angeles residents, the Pure Financial offices are located in the heart of Sherman Oaks. No matter what direction you’re coming from, we are easily accessible near the intersection of the 405 and 101 freeways. Our cross streets of Ventura Blvd and Sepulveda Blvd make us easily accessible for those using surface streets as well. Plan to shop or see a film after your meeting as we are within walking distance of the Sherman Oaks Galleria shopping center and Arclight Theater as well as many restaurants.

How Pure Financial Can Help You

Pure Financial Advisors was founded in 2007 with a focus on tax-centric comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced rapid growth and as of 2017 Pure Financial Advisors manages over $1.9 billion in Assets Under Management (AUM). Pure Financial’s success has come from our focus on being a valuable wealth management partner for the greater Sherman Oaks community, we take pride in working with you!

Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experience advisors who are salaried-only employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management and one directive: do what is best for the client.

Upcoming Retirement Planning Courses in Sherman Oaks

Jumpstart your retirement planning with our two-day financial education course. Address the crucial decisions you have to make before retirement, such as retirement needs and expenses, sources of income in retirement, retirement plan distributions, investments, risk management, asset protection, and estate planning. Join Jason Thomas, CFP® at a class at Calabasas High School, University of California, Los Angeles, or California state University, Northridge to get a head start on your retirement planning strategy.

Watch and listen to Your Money, Your Wealth® - Financial talk show with hosts Joe Anderson, CFP® & Al Clopine, CPA online, on the radio, and on television! The show is designed to provide to the point tips to help you make smart money choices to plan for your retirement. Listen to the radio talk show Saturday mornings at 10 a.m. on The Answer AM 870 or listen to the weekly podcast on iTunes and at yourmoneyyourwealth.com.

If you are ready to reach your financial goals, Pure Financial is here to help. Our fee-only financial planning company in Sherman Oaks provides outstanding guidance and education in order to help you reach a successful retirement.

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