Our Team

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

CONTACT US

FILTER BY DEPARTMENT
FILTER BY LOCATION
Christina Ahluwalia

Financial Planning Strategist

JD, MBA, CFP®
Richard Alexander
Richard Alexander

Senior Financial Advisor, Brea

CFP®, MBA, APMA®, CRPC®, AIF®
Allison Alley
Allison Alley

Senior Financial Advisor

CFP®, MSBA, AIF®
Joe Anderson
Joseph Anderson

CEO & President

CFP®, AIF®
Johnson Andrews

Financial Advisor, Irvine

CFP®, CRPC®, AIF®
Autumn Araujo

Controller

CPA, MBA
Joey Bailey

Tax Planner

CFP®, CPA
Matt Balderston

Founding Member,
Senior Financial Advisor

CFP®, AIF®
Karen Baszak
Karen Baszak

Senior Financial Advisor

CFP®, CLU®, AIF®
Hilary Bates

Client Services Specialist

Leigh Beaman

Associate Advisor, Davis

MBA
Eric Borkiewicz

Accounting Manager

Kathryn Bowie

Director of Education

AFC®
Garrett Bradbury
Garrett Bradbury

Associate Advisor, Irvine

CFP®, AIF®
Susan Brandeis

Chief Financial Planning Officer

CFP®
Jeff Brecht

Financial Advisor, Los Angeles

CFP®, MPAS®, APMA®, CRPC®, AIF®
Kory Bush

Financial Planning Manager

CFP®
Brian Busta

New Business Development

David Camp

Client Services Support

Robert Canavan
Robert Canavan

Senior Financial Advisor

CFP®, AIF®
Jason Carver

CFO & Managing Partner

MBA
Martin Castillo

Client Services Specialist

amy cattelino
Amy Cattelino

Financial Advisor

CFP®, AIF®
Carlos Chavarin

Information Technology Support Specialist

Annie Chen
Annie Chen

Financial Advisor, Brea

CFP®, AIF®
Phillip Chinothai

Financial Advisor

CFP®, EA, AIF®
Michael Chipperfield
Michael Chipperfield

Financial Advisor

CFP®, AAMS®, AIF®
Andrew Christensen

Planning Support Specialist

Dave Clark
Dave Clark

Marketing & New Business Development

Alan Clopine
Alan Clopine

Executive Chairman

CPA, AIF®
Amanda Cook

Tax Planning Manager

Esq., CPA
David Cook
David Cook

Senior Financial Advisor

CFP®, AIF®
Jennifer Cota
Jennifer Cota

Client Relations Specialist

Michael Davis

Financial Planning Strategist

CFP®
Paulene De Mesa

Marketing Coordinator

Eric Diep

Information Technology Lead Support Specialist

Jack Dugan
Jack Dugan

Senior Financial Advisor

CFP®, MSBA, AIF®
Emma Erickson

Solutions Analyst

Kyle Farmer

Financial Planning Strategist

CFP®
Hoku Flores

New Business Development

Gabe Fong

Financial Planning Strategist

Heather Ford

Client Services Specialist

Rachel Füss

Financial Advisor, Seattle

CFP®, MPH, AIF®
Christian Garcia

Financial Planning Administrative Support

Danielle George
Danielle George

Client Services Lead

Daniel Goldstein

Financial Advisor, Chicago

CFP®, MBA, AIF®
Robert Gonzales

Tax Planner

Robynn Gonzales

Client Relations Specialist, San Diego

Marcus Gonzalez

Planning Support Specialist

Matt Gray

Financial Advisor, Seattle

CFP®, CAP®, AIF®
Jake Greenberg
Jake Greenberg

Managing Director

CFP®, ChFC® , AIF®
Kristen Grubba

Compliance Specialist

Maxwell Hacker

Financial Advisor, Denver

CFP®, AIF®
Jade Hafner

Project Assistant

Abbas Hasan

Chief Operations Officer

MBA
William Hay

Client Services Support

Dean Heimbach
Dean Heimbach

Financial Advisor, Irvine

CFP®, CRPC®, AIF®
Morgan Henris
Morgan Henris

Software Development Manager

Salesforce Certified
Bill Hodapp

Financial Advisor

CFP®, CPA, AIF®
Joseph Hodapp

Planning Support Specialist

CFP®
Matthew Horsley
Matthew Horsley

Senior Financial Advisor

CFP®, AIF®
Gabrielle Hottinger

Client Relations Specialist, Los Angeles

Wade Houldin
Wade Houldin

Portfolio Administration Manager

Scott Huband
Scott Huband

Senior Financial Advisor, Irvine

CFP®, ALM, AIF®
brent husa
Brent Husa

Portfolio Manager

CFA® charter
Jennifer Kaeter
Jennifer Kaeter

Director of Client Services

Valerie Kampe

Senior Financial Advisor, Seattle

CFA® charter, AIF®
Danine Kao
Danine Kao

Senior Trader

Hillel Katzeff

Senior Financial Advisor

CFP®, MBA
Peter Keller

Senior Financial Advisor

CFP®, AIF®
Ryan Kimes

Senior Financial Planning Strategist

CFP®
Harley King

Financial Planning Strategist

Kyle Kline

Client Services Specialist

Dominic Knauf

Managing Partner

MBA
Diah Lambert

Client Relations Specialist, Seattle

Chittaphone Lasaath

Client Services Specialist

Andi Last

Media Manager

Benjamin Littman
Benjamin Littman

Founding Member,
Corporate Development

CFP®, MBA
Rick Loera

New Business Development

Fernando Lozano

Planning Support Specialist

Alyssa Madruga

Marketing Manager

Danielle Martin

Chief Compliance Officer

IACCP®
Brad Martinson

New Business Development

Vanessa Maximillian

Client Services Specialist

Robert McCullock

Senior Financial Advisor

CFP®, AIF®
Michael Medina

Senior Financial Planning Strategist

CFP®, AIF®
Sumit Mehta

Financial Advisor

CFP®, MBA, AIF®
Paul Meyerhoff

Senior Financial Advisor, Davis

PhD, CFP®
Ryan Miiller

Financial Advisor

CFP®, AIF®
Wendy Miller

Director of Client Relations, Irvine

Kamel Miqdadi

Financial Advisor

CFP®
Carolyn Moore

Financial Planning Strategist

CFP®
Mike Moore

Senior Financial Advisor, Lake Oswego

MBA
Chase Morales

Client Services Specialist

Francis Nguyen

Corporate Development Associate

Johnny Nguyen
Johnny Nguyen

Tax Planner

Nathan Nicholas

Director of Portfolio Management

CFA® charter
Robert Nowak

Trader

CFA® charter, CFP®
Aideen O’Leary

Solutions Analyst &
Project Coordinator

Drew Parker

Senior Salesforce Developer

Mike Pash

Managing Director

CFP®, MBA, AIF®
Mike Paulson

Salesforce Administrator

Kaleo Perez

Client Services Specialist

Simon Perna

Portfolio Analyst

Brian Perry
Brian Perry

Executive Vice President,
Chief Investment Officer

CFP®, CFA® charter, AIF®
Nikki Read

Client Services Support

Phyllis Reber

Client Relations Specialist, San Diego

Taylor Rios

Financial Advisor, Davis

CFP®
Nathaniel Ritchison

Senior Financial Advisor

CFP®, AIF®
Patrick Robinson

Associate Advisor, Brea

CFP®, AAMS®
Robert Rodgers
Robert Rodgers

New Business Development & Educational Department

Nick Rose

Financial Advisor, Los Angeles

CFP®, AIF®
Bryan Ross

Senior Financial Advisor, Irvine

CFP®, JD, AIF®
Joe Sanchez

Financial Advisor, Brea

CFP®, CRPC®, AIF®
Brian Sauter
Brian Sauter

Senior Financial Advisor

CFP®, MBA, AIF®
Joseph Schaaf

Financial Planning Strategist

CFP®
Joe Schweiger
Joe Schweiger

Financial Advisor

CFP®, AIF®
Pavel Shemyakin

New Business Development

Kendle Smith
Kendle Smith

Senior Financial Advisor

CFP®, CRPC®, AIF®
Rachel Snyder

Client Services Lead

Kyle Stacey

Financial Advisor

CFP®, AIF®
Peter Stokes
Peter Stokes

Financial Advisor, Los Angeles

CFP®, MBA, AIF®
Sandy Sullivan
Sandy Sullivan

Director of Human Resources

Rachel Tiffer

Senior Client Services Specialist

Clarissa Torres

Client Services Support

Aaron Townsend

Media Producer

Ailea Tvedt

Client Relations Specialist, Brea

Alex Valles

Financial Advisor, Brea

CFP®, CRPC®, AIF®
Thomas Vance
Thomas Vance

Senior Financial Advisor, Irvine

CFP®, MBA, AIF®
Prathik Vemulapalli

Salesforce Administrator

Tony Vu

Financial Advisor, Brea

CFP®, AIF®
Jeff Wille

Financial Planning Strategist

CFP®
Anthony Winter

Director of Information Technology

MBA
Brian Wolff
Brian Wolff

Financial Advisor

CFP®, AIF®
Aaron Wong

Client Services Support

A Word About Designations

Accredited Asset Management Specialist℠, AAMS®

Individuals who hold the Accredited Asset Management Specialist℠ or AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.

Accredited Estate Planner®, AEP®

The Accredited Estate Planner® (AEP®) designation is a graduate-level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.  Every 2 years, the individual must complete 30 hours of continuing education, 15 of which must be in estate planning.

Accredited Financial Counselor®, AFC®

Individuals who hold the Accredited Financial Counselor® designation can educate clients on financial principals, assist clients with paying off debt and help identify and improve money management habits. All designees must complete coursework from a regionally accredited college or university in the United States in Personal Finance, Financial Planning, Financial Counseling, Consumer Sciences, or equivalent.  The designee must also pass the AFC exam and meet the Association for Financial Counseling and Planning Education (AFCPE) experience guidelines, which are to complete at least 1,000 hours of financial counseling and submit three reference letters. Designees renew their designation every three years by completing 30 hours of continuing education.

Accredited Investment Fiduciary, AIF®

The AIF® designation, administered by the Center for Fiduciary Studies fi360, certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. Six hours of continuing education is required annually to maintain the designation.

Accredited Portfolio Management Advisor℠, APMA®

The Accredited Portfolio Management Advisor℠ or APMA® Program is a professional designation program for financial professionals. The program is designed to educate advisors on portfolio creation, augmentation, and maintenance. Topics covered include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios. Students gain hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions, to include determining sell, hold, and buy decisions within a client’s portfolio. Individuals must take a two-part self-study course and pass an exam, to maintain this designation, individuals must complete 16 hours of continuing education every 2 years.

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.

Certified Public Accountant, CPA

Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.

Chartered Advisor of Philanthropy®, CAP®

Individuals must have three years, full-time, of relevant business experience. They must then successfully complete three required courses through the American College of Financial Services and agree to comply with their Code of Ethics and Procedures. The Professional Recertification Program to maintain this designation must be completed every two years by meeting their continuing education requirement of 30 credit hours and recommitting to the college’s code of ethics.

Chartered Financial Analyst®, CFA® charter

Chartered Financial Analyst® designation was first introduced in 1963. The CFA Program contains three levels of curriculum, each with its own 6-hour exam. Candidates must meet enrollment requirements, self-attest to professional conduct, complete the approx. 900 hours of self-study, and successfully pass all three levels to use the designation.

The program curriculum increases in complexity as you move through the three levels:

  • Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools
  • Level II: Emphasizes the application of investment tools and concepts with a focus on the valuation of all types of assets
  • Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning

CFA Institute does not endorse, promote, or warrant the accuracy or quality of Pure Financial Advisors.  CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Chartered Financial Consultant®, ChFC®

The Chartered Financial Consultant® educational program includes nine or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. The average study time is 400 hours and advisors often spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years, adhere to strict ethical standards, and meet extensive experience requirements to ensure that the client gets the professional financial advice he or she needs.

Chartered Life Underwriter®, CLU®

The CLU® is granted by the American College of Financial Services. To attain this designation, an individual must complete eight self-paced courses, meet experience requirements, ethics standards, and complete 30 hours of continuing education credits every two years. Certification gives advisors an in-depth knowledge of life insurance underwriting concepts, life insurance law within the context of overall risk management, and necessary knowledge to help clients address their estate planning needs.

Chartered Retirement Planning Counselor℠, CRPC®

The CRPC® program is awarded by the College of Financial Planning to those who pass an examination. The CRPC® was developed with a focus on client-centered problem-solving. Applicants gain knowledge of individuals’ needs both before and after retirement. The study program covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning, and more.  Every two years 16 hours of continuing education is required to maintain the designation.

Doctor of Philosophy, PhD

A PhD is the highest academic degree awarded for original and significant research in a specific field. It involves coursework, comprehensive exams, and the completion of a thesis or dissertation in their chosen field. Most programs encompass coursework, comprehensive exams, research, and dissertation writing. Admission requirements usually include a relevant master’s degree, letters of recommendation, and a compelling research proposal.

Enrolled Agent, EA

Enrolled agent status is the highest credential the IRS awards. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a comprehensive IRS exam covering individual and business tax returns, or through experience as a former IRS employee. Individuals who obtain this status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Esquire, Esq.

Esquire (Esq.) is an honorary title that is placed after a practicing lawyer’s name. Practicing lawyers are those who have passed a state’s (or Washington, D.C.’s) bar exam and have been licensed by that jurisdiction’s bar association.

Financial Paraplanner Qualified Professional™, FPQP™

The Financial Paraplanner Qualified Professional™ designation introduces financial planning to professionals with no prior experience. It is offered exclusively by the College for Financial Planning®.  The curriculum consists of 10 modules that can be completed in 144 hours with a 75-question final exam. Holders must complete 16 hours of continuing education (CE) credits every two years.

Investment Advisor Certified Compliance Professional®, IACCP®

The IACCP program, developed by NRS and co-sponsored with the Investment Adviser Association (IAA), is designed to help compliance professionals increase their knowledge of the Investment Advisers Act of 1940 and help ensure the ongoing success of their firms’ compliance programs. Earning the IACCP designation helps firms demonstrate to clients and the SEC that they proactively support an educated staff and a culture of compliance. The IACCP® is awarded to individuals who complete a program of 22-hour courses, pass a certifying examination, meet work experience, ethics, and annual continuing education requirements. To maintain certification, individuals are required to complete 12 continuing education credits each year, 2 of which must be an approved ethics program.

Juris Doctor, JD

The Juris Doctor (JD) degree is usually required to practice law in the United States. It is considered the first degree in law and is required for eligibility to sit for the bar examination. Gaining admission to the bar means obtaining a license to practice law in a particular state or in federal court. The specific requirements for a JD vary from school to school. Generally, the requirements include completing a minimum number of class hours each academic period, and taking certain mandatory courses such as contracts, torts, civil procedure and criminal law in the first year of law school. All states require that students pass a course on professional responsibility before receiving a JD degree.

Master of Arts in Psychology, M.A. (Psychology)

The Master of Arts in Psychology degree is earned after successfully completing a bachelor’s degree from an accredited institution. A person holding this degree has pursued further study in understanding human behavior and psychological principles. This graduate-level degree may indicate a strong focus of study on the liberal arts. The typical length of time to complete the program is 1 to 2 years for full-time students.

Master of Business Administration, MBA

The Master of Business Administration (MBA) is a postgraduate degree that is awarded to students who have mastered the study of business. Most MBA programs include a “core” curriculum of subjects, such as accounting, economics, marketing, and operations, as well as elective courses that allow participants to follow their own personal or professional interests.

Master of Liberal Arts, ALM

The Master of Liberal Arts degree is earned after successfully completing a bachelor’s degree from an accredited institution. It is an interdisciplinary program to pursue further study in an area of specialization (i.e. finance). The typical length of time to complete the program is 1 to 2 years for full-time students.

Master of Public Health, MPH

The Master of Public Health (MPH) is a postgraduate degree that is awarded to students who have trained to become public health practitioners to work in government, non-profits, or in industry work with communities, implement and evaluate public health programs, and/or help raise public awareness of best health practices.  Most programs focus on 5 core areas: Biostatistics, Epidemiology, Environmental Health, Health Policy, and Health Administration, and Social and Behavioral sciences.

 

Master of Science in Business Administration, MSBA

The Master of Science in Business Administration (MSBA) degree is earned after successfully completing a bachelor’s degree from an accredited institution. A person holding this degree has pursued further study in an area of specialization (i.e. financial and tax planning). The typical length of time to complete the program is 1 to 2 years for full-time students.

Master Planner Advanced Studies, MPAS®

Master Planner Advanced Studies (MPAS®) is a unique designation available only to graduates of the College for Financial Planning’s Master of Science Degree Program in Personal Financial Planning. Individuals can apply for this designation upon graduating and must complete 40 hours of continuing education every two years to maintain it.

Salesforce Certified, Salesforce Certified

A Salesforce Developer uses programmatic and declarative skills to extend and customize applications on the Lightning platform. The Salesforce Platform Developer I credential is designed for those who have the skills and experience to build custom declarative and programmatic applications on the Salesforce Platform.