San Diego Business Journal

By: Mike Allen, San Diego Business Journal Tuesday, September 16, 2014

Pure Financial Advisors Passes $1 Billion Mark in Assets Managed

The San Diego Business Journal continues to recognize Pure Financial’s growth as a company in their recent article about Pure Financial surpassing $1 billion in assets under management. The firm has been ranked in San Diego Business Journal’s fastest-growing privately owned company for four consecutive years.

“The firm founded by CEO Michael Fenison seven years ago provides fee-only financial planning services through salaried advisers in order to minimize sales conflicts, the company said.

‘With no direct link between revenue and salary, the advisers are truly able to perform what’s in their client’s best interest,’ the company said.”

Read the article to learn about what helped Pure Financial reach the $1 billion milestone.

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Joe Anderson, CFP® and President of Pure Financial was recently interviewed by Mint to share his financial planning expertise. In the interview, Joe explains why it’s important for Pure Financial to be accessible to a variety of income levels. “There are thousands of baby boomers turning 65 every day for the next several years and most...

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Pure Financial Advisors Opening Office in Woodland Hills

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Purely practical: Local financial firm rises quickly to the top

By: Jeremy Ogul, Mission Valley News October 10, 2014 Purely practical: Local financial firm rises quickly to the top San Diego newspaper recognizes Pure Financial Advisors’ rapid growth. “One of the fastest-growing private companies in San Diego also happens to be one of the youngest. Mission Valley-based Pure Financial Advisors, which offers retirement planning and...

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Financial Advisor Magazine Features Pure Financial as Cover Story

Pure’s Play By: Dan Jamieson, Financial Advisor Magazine August 4, 2014 Financial Advisor Magazine features Pure Financial Advisors, Inc. as their cover story highlighting eight pages on the firm’s business model, services, growth and drawing attention to how Pure Financial differs from other financial planning firms. “The unlikely business plan has worked. From zero clients...

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