Our Team

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

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Michael Fenison
Michael Fenison

Founder & Chairman of the Board

CFP®, AIF®
Joe Anderson
Joseph Anderson

President

CFP®, AIF®
Alan Clopine
Alan Clopine

CEO & CFO

CPA, AIF®
Paul M. Miller

Founder & Chief Operations Officer

Brian Perry
Brian Perry

Executive Vice President,
Director of Research

CFP®, CFA® charter, AIF®
Mike Pash

Managing Director, Irvine

CFP®, MBA, AIF®
Jake Greenberg
Jake Greenberg

Managing Director, Brea & Los Angeles

CFP®, ChFC® , 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
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

Senior Financial Planner

CFP®, AIF®
Brian Sauter
Brian Sauter

Senior Financial Planner

CFP®, MBA, AIF®
Robert McCullock
Robert McCullock

Senior Financial Planner

CFP®, AIF®
Allison Alley
Allison Alley

Senior Financial Planner

CFP®, MSBA, AIF®
Thomas Vance
Thomas Vance

Senior Financial Planner, Irvine

CFP®, MBA, AIF®
Robert Canavan
Robert Canavan

Financial Planner

CFP®, AIF®
amy cattelino
Amy Cattelino

Financial Planner

CFP®, AIF®
kyle stacey
Kyle Stacey

Financial Planner

CFP®, AIF®
Kendle Smith
Kendle Smith

Financial Planner

CFP®, CRPC®, AIF®
Brian Wolff
Brian Wolff

Financial Planner

CFP®, AIF®
Bryan Ross

Financial Planner, Irvine

CFP®, JD, AIF®
Scott Huband
Scott Huband

Financial Planner, Irvine

CFP®, AIF®
Dean Heimbach
Dean Heimbach

Financial Planner, Irvine

CFP®, CRPC®
Richard Alexander
Richard Alexander

Financial Planner, Brea

CFP®, AIF®, MBA, APMA®, CRPC®
Annie Chen
Annie Chen

Financial Planner, Brea

CFP®, AIF®
Peter Stokes
Peter Stokes

Financial Planner, Los Angeles

CFP®, MBA, AIF®
Jeff Brecht

Financial Planner, Los Angeles

CFP®, MPAS®, APMA®, CRPC®
Phillip Chinothai
Phillip Chinothai

Associate Advisor

CFP®, EA, AIF®
Joe Schweiger
Joe Schweiger

Associate Advisor

CFP®, AIF®
Michael Chipperfield
Michael Chipperfield

Associate Advisor

CFP®, AAMS®
Susan Brandeis
Susan Brandeis

Chief Financial Planning Officer

CFP®
Kory Bush
Kory Bush

Financial Planning Lead

CFP®
David Reyes
David Reyes

Financial Planning Strategist

CFP®, EA
Ryan Kimes

Financial Planning Strategist

CFP®
Michael Medina

Planning Support Specialist

Joseph Schaaf

Planning Support Specialist

Sasha Sherockey

Planning Administrative Support

Brett Greeenig
Brett Greenig

Tax Planning Manager

CPA, CISP, CRPC®, CRPS®
Johnny Nguyen
Johnny Nguyen

Tax Planner

Danielle Martin

Chief Compliance Officer

IACCP®
Kristen Grubba

Compliance Specialist

Sandy Sullivan
Sandy Sullivan

Director of Human Resources

Benjamin Littman
Benjamin Littman

Founding Member,
Chief Investment Officer

CFP®, MBA
Nathan Nicholas
Nathan Nicholas

Director of Portfolio Management

CFA® charter
Danine Kao
Danine Kao

Portfolio Analyst, Senior Trader

brent husa
Brent Husa

Portfolio Analyst, Senior Trader

Wade Houldin
Wade Houldin

Portfolio Administration Manager

Chris Camilleri
Chris Camilleri

Trader, Portfolio Administrator

Anthony Goring

Portfolio Administrator

Andi Last
Andi Last

Media Manager

Aaron Townsend

Media Producer

Alyssa Madruga
Alyssa Madruga

Marketing Specialist

Brian Busta

Director of Business Development

Dave Clark
Dave Clark

Marketing & New Business Development

Rick Loera

New Business Development

Robert Rodgers
Robert Rodgers

Director of Education

Jay Ringgold
Jay Ringgold

Director of Information Technology

Jake Stampfli
Jake Stampfli

Information Systems Security Manager

MSCSIA
Jeremy Van Eseltine

Information Technology Support Specialist

Morgan Henris
Morgan Henris

Software Development Manager

Salesforce Certified
Jennifer Kaeter
Jennifer Kaeter

Client Services Manager

Danielle George
Danielle George

Client Services Lead

Mariam Alosachie
Mariam Alosachie

Client Services Specialist

Brianna Torres
Brianna Torres

Client Services Specialist

Rachel Snyder

Client Services Specialist

Rachel Tiffer

Client Services Specialist

Angelica Hicks

Client Services Specialist

FPQP™
Martin Castillo

Client Services Specialist

Kathryn Bowie
Kathryn Bowie

Director of Client Relations

Wendy Miller

Client Relations Manager, Irvine

Robynn Gonzales
Robynn Gonzales

Client Relations

Jennifer Cota
Jennifer Cota

Client Relations

Garrett Bradbury
Garrett Bradbury

Client Relations, Brea

Hilary Bates

Client Relations, Woodland Hills

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 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 IRA Services Professional, CISP

The Certified IRA Services Professional certification was designed to show a high standard of knowledge and competency for IRA’s that is acknowledged by the profession and gives formal recognition to those individuals meeting specific standards of experience, ethics, knowledge, and performance in the IRA industry.  To maintain CISP certification professionals must adhere to the Professional Code of Ethics and complete 24 continuing education credits every three years.

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 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.

Chartered Retirement Plans Specialist℠, CRPS®

The Chartered Retirement Plans Specialist℠ or CRPS® designation focuses on retirement plan administration. The program to become a CRPS covers types and characteristics of retirement plans, including IRAs, small business retirement plans, defined contribution plans, 401(k) plans, and nonprofit and government plans. It also covers plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues. Every two years, CRPS professionals must complete 16 hours of continuing education and pay a nominal fee to continue using the designation.

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.

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 Science in Business Administration, MSBA

The Master of Science in Business Administration (MSABA) 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.

Masters of Science in Cyber Security and Information Assurance, MSCSIA

The Masters of Science in Cyber Security and Information Assurance (MSCSIA) degree is earned after successfully completing a bachelor’s degree from an accredited institution. This is a professional degree for those who endeavor through technical and managerial measures to ensure the security, confidentiality, integrity, authenticity, control, availability, and utility of the world’s computing and information systems infrastructure. The degree program has a required core and a required specialization, which can be selected from some alternatives. The core is designed to provide a means of supporting the variety of backgrounds (both education and work experience) that those who wish to study this area may bring to the program. The core is also a statement of the knowledge domain that is common to most efforts in this area. The specializations provide for study in particular domains of knowledge within the field – which are also tied to communities of effort within the field. 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.