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Mike Fenison’s Cover Story In Advisor Solutions

Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison, was recently featured in the cover story of Advisor Solutions, a TD Ameritrade Institutional magazine designed to deliver business-building ideas to financial advisors. The story covers the roots of Pure Financial and what gives the company a comparative advantage against its competitors. Fenison attributes the company’s success to the fee-only financial planning… Read more

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Tamarac Features Pure Financial

Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing® January 19, 2017 Pure Financial Advisor’s Director of Trading, Benjamin Littman was recently quoted in an Envestnet | Tamarac press release covering the enhancements made to the level of integration between its Advisor Rebalancing® application and TD… Read more

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Top Wealth Management Firms in San Diego

San Diego Business Journal Ranks Pure Financial 12th Largest Wealth Management Firm in San Diego January 2017 Pure Financial Advisors, Inc. was recently named to San Diego Business Journal’s 2016 List of Largest Wealth Management Firms in San Diego. The firm placed 12th out of 40 firms included in the ranking. Michael Fenison, founder and CEO of Pure Financial, graciously accepts this award on… Read more

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Largest Private Companies in San Diego

San Diego Business Journal Ranks Pure Financial 55th Largest Private Company in San Diego January 2017 San Diego Business Journal‘s 2017 Book of Lists ranked Pure Financial Advisors, Inc. in the list of San Diego’s Largest Private Companies. The firm ranked 55th out of 80 companies included in the ranking. Co-CEO and Chief Financial Officer of Pure Financial Advisors, Alan Clopine proudly accepts this prestigious… Read more

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Retirement Planning for the Self-Employed

Retirement Planning for the Self-Employed January 23, 2017 Investopedia recently covered an article on retirement savings options for self-employed workers, including the solo 401(k), SEP IRA and SIMPLE IRA. President of Pure Financial Advisors, Joe Anderson contributed to the section on the SEP IRA (Simplified Employee Pension), which you can open at just about any bank or brokerage firm. While it’s suitable for… Read more

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Joe Anderson Featured in U.S. News & World Report

4 Financial Fears About Retirement, And How to Overcome Them President of Pure Financial Advisors Inc., Joe Anderson was recently featured in a U.S. News & World Report online article regarding how to overcome common financial fears about retirement. Joe provides insight for three of the four financial fears covered in the article – running out of money, Social Security cuts and forced retirement. Running Out of Money To give… Read more

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Investopedia Quotes Joe Anderson in Tax Article

Pay the Lowest Possible Taxes on Retirement Assets Investopedia recently quoted President of Pure Financial Advisors, Inc., Joseph Anderson in an article about saving taxes on retirement assets. The article is broken down by different suggestions for keeping the tax man at bay when filing your return. These suggestions include taking distributions now, thinking locally, considering when to take Social Security and thinking charitably.… Read more

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CEO Michael Fenison Quoted in San Diego Business Journal

Robo-Advising Advances, But Human Role Still Part of the Equation Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison was recently featured in an article covering the expansion of technology in the financial services industry by the San Diego Business Journal. The story highlights the rapid movement towards robo-advisors and digital platforms, illustrating how advisors are reacting to technological advancements in the industry. While… Read more

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Pure Financial Ranks in Top 150 RIA Firms in the Nation

Financial Planning ranks Pure Financial Advisors, Inc. as the 88th top Registered Investment Advisor (RIA) in the nation. Last year, the firm ranked 102 out of 150. “Financial Planning’s RIA Leaders ranking, based on assets under management at the end of 2016, is unique in seeking to capture firms that abide by the strictest definition of fiduciary client service, absent commission sales and conflicts… Read more

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Pure Sponsors Warrior Foundation Fundraiser

Pure Financial is proud to sponsor this year’s AM 760 KMFB’s Warrior Foundation Radiothon. Over $350,000 has been raised so far to help send our military heroes home for the holidays. The radiothon ran on December 2 but is still accepting donations. The AM 760 KFMB Warrior Foundation Radiothon is a LIVE, 12-hour on-air event dedicated to raising money to help our injured warriors, many of… Read more

2016 Best Businesses of San Diego

  Pure Financial Advisors has been selected for the 2016 Best Businesses of San Diego Award in the Investing category by the Best Businesses of San Diego Award Program. Each year, the Best Businesses of San Diego Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the… Read more

2016 Best Businesses of Irvine Award

Pure Financial Advisors, Inc. has been selected for the 2016 Best Businesses of Irvine Award in the Investing category by the Best Businesses of Irvine Award Program. Each year, the Best Businesses of Irvine Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image… Read more

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Joe Anderson Featured on Investopedia

When It’s Time to Stop Saving for Retirement President of Pure Financial Advisors, Joe Anderson was recently featured by Investopedia in an article covering retirement spending versus saving. The article centers on a surprising issue – retirees are stuck in the habit of saving when they should actually be spending their hard-earned dollars on enjoying retirement.  For some, it’s a tricky transition… Read more

Inc. 5000 Ranks Pure Financial in Nation’s Fastest-Growing Private Companies

August 2016 For the second year in a row, Inc. magazine has ranked Pure Financial Advisors, Inc. in its annual Inc. 5000 list, an exclusive ranking of the nation’s fastest-growing private companies. The list represents the most comprehensive look at the most important segment of the economy – America’s independent entrepreneurs. “Only a tiny fraction of the nation’s companies have demonstrated such remarkably consistent high… Read more

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List of Fastest-Growing Privately Owned Companies in San Diego

San Diego Business Journal Ranks Pure Financial in List of Fastest-Growing Privately Owned Companies We’re thrilled to be ranked in San Diego Business Journal’s fastest-growing companies for the 6th consecutive year! Our firm placed #91 out of 150 privately-owned companies in San Diego. We’d like to thank our clients and hardworking team of financial professionals for growing with us and contributing to… Read more