Alan Clopine Chosen as San Diego Business Journal’s 2018 CFO of the Year

Congratulations to Alan Clopine, CPA, chosen by San Diego Business Journal as the 2018 CFO of the Year for a Medium Privately Held Company. Winners of the 12th Annual CFO of the Year Awards were announced at The Westin San Diego Gaslamp Quarter on Thursday, March 15, 2018. As CEO & CFO of Pure Financial Advisors, Alan is responsible for the day-to-day activities… Read more

Joe Anderson Best-In-State Wealth Advisor

Joe Anderson Named to 2018 Forbes Best-In-State Wealth Advisors List

We would like to congratulate Joseph D. Anderson on being named to the 2018 Forbes Best-In-State Wealth Advisors list. Joe was ranked #30 out of 138 advisors on the list in Southern California.  As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown our client base to over 2,100… Read more

best financial advisors in San Diego

Pure Financial Ranked in Top 10 Best Financial Advisors in San Diego by AdvisoryHQ

We are pleased to announce that Pure Financial Advisors, Inc. has been ranked in the Top 10 Best Financial Advisors in San Diego, CA by AdvisoryHQ. Key factors that enabled Pure Financial Advisors to rank as a top wealth management firm in San Diego include: Comprehensive Financial Planning Retirement Planning Cash Flow Analysis Tax Planning Risk Management Estate Planning High Industry Standards As… Read more

Fastest-Growing RIA

Pure Financial Ranked 3rd Fastest-Growing RIA in the Nation

Pure Financial Advisors, Inc. is honored to be ranked as the 3rd fastest-growing Registered Investment Advisor (RIA) in the nation by WealthManagement.com. The 10 U.S.-based RIAs on the list have experienced the most acceleration, growing their assets under management at record rates over the last 6 ½ years, according to DiscoveryData.1 “Our growth has been 100% organic. Our time hasn’t been spent on… Read more

inc 5000 list

Inc. 5000 Ranks Pure Financial in Nation’s Fastest-Growing Private Companies in 2017

August 2017   For the third 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. “Out of the nearly seven million private companies moving the economy forward… Read more

FA Magazine

Pure Financial Ranked in Financial Advisor Magazine’s Top RIA Ranking 2017

July 2017 Pure Financial Advisors is proud to be ranked in Financial Advisor Magazine’s top Registered Investment Advisors (RIA) in the nation. This year, more than 600 companies were ranked. Pure Financial placed #164 out of 638 firms included in the ranking. Methodology: This annual ranking is based on the percentage of growth in assets under management from the previous year. View Full… Read more

2017 Best Businesses of Irvine Award

Pure Financial Advisors, Inc. has been selected for the 2017 Best Businesses of Irvine Award in the Financial Planner 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… Read more

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

Alan Clopine Conquers Kalalau Trail One Step at a Time

By: Guest Columnist Skip Schweiss, RIA Biz July 21, 2017 Six years ago, Tiburon Strategic Advisors’ Chip Roame and TD Ameritrade’s, Skip Schweiss turned a bucket-list hike up and down Mount Whitney into a group outing comprising some of the investment services industry’s hardiest souls. Following their successful 22-mile, 6,200 vertical-foot “hike” they all agreed it was so much fun they should do something like it every year. Thus Chip… Read more

Financial Times 300 Top Registered Investment Advisors

Top Registered Investment Advisors in America

Pure Financial Advisors, Inc. Named to 2017 Financial Times 300 Top Registered Investment Advisors Pure Financial Advisors, Inc. is pleased to announce we have been named to the Financial Times 300 Top Registered Investment Advisors for the fourth consecutive year. The list recognizes top independent RIA firms from across the U.S and was posted June 22, 2017. This is the fourth annual… Read more

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

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

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

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

us news

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