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 and no assets in March 2008 when San Diego-based Pure opened its doors for business, the firm now has 1,100 clients and just passed the $1 billion mark at the end of May.”
“If one thing distinguishes Pure from other planning shops, it would be its fixation on taxes.”
