San Diego Business Journal

FINANCE: Variety of Firms Vie for Personal, Institutional Accounts

By: Stephanie Glidden, San Diego Business Journal
May 21, 2012

Michael Fenison, Founder and CEO of Pure Financial discusses Pure Financial’s business model and client acquisition in the San Diego Business Journal.

Fenison also attributes the growth of the firm to his philosophy of giving a lot to his clients at no charge. “We do a thorough assessment that can take four to six hours of planning; our goal is to have our clients fully educated.”

Fenison added that in addition to the traditional wealth management strategies, the firm focuses extensively on tax management services and long-term tax liability. “Tax liability is something they can control.

Read the full story here

Mint.com | Expert Interview with Joe Anderson on Investment Basics

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...

27
FEB
2015

Pure Financial Advisors Opening Office in Woodland Hills

By Mike Allen, San Diego Business Journal February 9, 2015 The San Diego Business Journal announces Pure Financial Advisors, Inc’s expansion to Los Angeles. The firm is opening their third branch in Woodland Hills, CA this February. The new office will be managed by Ken Benedict, CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who brings more than...

10
FEB
2015

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...

10
OCT
2014

Pure Financial Advisors Passes $1 Billion Mark in Assets Managed

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...

16
SEP
2014