Our Team

Handpicked qualified and credentialed professionals helping you achieve your financial goals.

CONTACT US

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Michael Fenison

Founder & Chairman of the Board

CFP®, AIF®, RFC
Joe Anderson
Joseph Anderson

President

CFP®, AIF®
Alan Clopine
Alan Clopine

CEO & CFO

CPA, AIF®
paul miller
Paul M. Miller

Founder & Chief Operations Officer

Brian Perry
Brian Perry

Managing Director, San Diego
Director of Research

CFP®, CFA® Charterholder
Mike Pash

Managing Director, Irvine

CFP®, MBA, AIF®
Jake Greenberg

Managing Director, Brea

CFP®, ChFC® , AIF®
Eric Hamel
Eric Hamel

Managing Director,
Los Angeles

CFP®, AEP®, CLU®, AIF®
Matt Balderston
Matt Balderston

Founding Member,
Senior Financial Planner

CFP®, AIF®
Matthew Horsley
Matthew Horsley

Senior Financial Planner

CFP®, AIF®
Jack Dugan
Jack Dugan

Senior Financial Planner

CFP®, MSBA, AIF®
Karen Baszak

Senior Financial Planner

CFP®, CLU®, AIF®
Nathaniel Ritchison
Nathaniel Ritchison

Senior Financial Planner

CFP®, AIF®
David Cook
David Cook

Senior Financial Planner

CFP®, AIF®
Peter Keller
Peter Keller

Financial Planner

CFP®, AIF®
Thomas Vance

Financial Planner

CFP®, MBA, AIF®
Brian Sauter
Brian Sauter

Financial Planner

CFP®, MBA, AIF®
Robert McCullock
Robert McCullock

Financial Planner

CFP®, AIF®
Allison Alley
Allison Alley

Financial Planner

CFP®, MSBA, AIF®
Bryan Ross
Bryan Ross

Financial Planner

CFP®, JD, AIF®
Richard Alexander

Financial Planner

CFP®, MBA, APMA®, CRPC®
Robert Canavan

Financial Planner

CFP®
amy cattelino
Amy Cattelino

Financial Planner

CFP®
Ross Hansen - Pure Financial
Ross Hansen

Financial Planner

CFP®
Peter Stokes

Financial Planner

CFP®, MBA
Jason Thomas

Financial Educator

CFP®, AIF®
Susan Brandeis
Susan Brandeis

Director of Financial Planning

CFP®
Ashley Stroud
Ashley Stroud

Financial Planning Manager

CFP®
kyle stacey
Kyle Stacey

Financial Planning Strategist

CFP®
Kory Bush
Kory Bush

Financial Planning Strategist

CFP®
Brian Wolff
Brian Wolff

Financial Planning Strategist

CFP®
Joe Schweiger

Financial Planning Strategist & Insurance Specialist

CFP®
Phillip Chinothai
Phillip Chinothai

Financial Planning Strategist

CFP®
David Reyes
David Reyes

Plan Support Specialist

CFP®
Joe Radack

Financial Planning Strategist

CFP®
Brett Greeenig
Brett Greenig

Tax Planning Manager

CPA, CISP, CRPC®, CRPS®
Johnny Nguyen

Tax Planner

Danielle Martin
Danielle Martin

Chief Compliance Officer,
Director of Operations

IACCP®
Benjamin Littman

Founding Member,
Director of Trading,
Director of Investment Technology

CFP®, MBA
Nathan Nicholas
Nathan Nicholas

Director of Portfolio Management

CFA® Charterholder
Alexis DaCosta

Trading Manager, Portfolio Manager

CFA® Charterholder
Danine Kao
Danine Kao

Portfolio Analyst, Trader

brent husa
Brent Husa

Assistant Trader

Brittany Williams

Marketing Manager

Andi Last
Andi Last

Media Manager

Dave Clark
Dave Clark

Marketing & New Business Development

Robert Rodgers
Robert Rodgers

Business Development

Alyssa Madruga

Marketing Specialist

Sam Anderson Pure Financial
Sam Anderson

Business Development

Jay Ringgold

IT Support Manager

William Megenney
William Megenney

Salesforce Administrator/Developer

MBA
Maggie Teal
Maggie Russo

Client Service Manager

Amanda Salazar

Manager of Operations

Soliel Geronimo
Soliel Geronimo

Client Service Specialist

Whitney White
Whitney White

Client Service Specialist

Reanna Guerrero
Reanna Guerrero

Client Service Specialist

Jennifer Kaeter

Client Service Specialist

Mollie Privett

Operations Support Specialist

Kathryn Bowie

Director of Client Relations

Adam Farid

Operations Support Specialist

Wendy Miller
Wendy Miller

Client Relations Manager

Phyllis Reber
Phyllis Reber

Client Relations

Robynn Gonzales
Robynn Gonzales

Client Relations

amanda valencia
Amanda Valencia

Client Relations, Irvine

Natalie Daneshbakhsh
Natalie Daneshbakhsh

Branch Office Assistant, Los Angeles

Garret Bradbury
Garrett Bradbury

Client Relations, Brea

Jennifer Cota

Client Relations, San Diego

A Word About Credentials

CERTIFIED FINANCIAL PLANNER™, CFP®

To use the CFP credential, the financial planner must successfully complete the CFP® Board’s comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board’s code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.

Accredited Investment Fiduciary, AIF®

The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders must successfully pass an exam, sign and adhere to a written code of ethics and complete four hours of continuing education credits each year. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

Certified Public Accountant, CPA

A CPA is a certified public accountant and is licensed by the state. In California, to earn the prestige associated with the CPA license, individuals are required to demonstrate their knowledge and competence by passing the Uniform CPA Exam, meeting high educational standards and completing a specified amount of general accounting experience.

Chartered Financial Analyst®, CFA®

Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA charter, has become the most respected and recognized investment credential in the world. The CFA Program emphasizes the highest ethical and professional standards. Earning the CFA charter demonstrates mastery of the skills most needed for real-world investment analysis, portfolio management and decision making in today’s fast-evolving global financial industry.