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.