Certified Public Accountant
Accredited Investment Fiduciary
BIOGRAPHY
Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 million in assets under management to almost $5 billion.
Prior to joining Pure, Alan was the founding and senior partner at Clopine & Associates, LLP, a CPA firm established in 1987 and located in San Diego. In addition to providing traditional tax and accounting services for successful individuals and businesses, the firm specialized in real estate, technology, and small business tax planning. The firm was consistently ranked in the top 50 CPA firms in the San Diego Business Journal, “Book of Lists.”
Alan has provided tax planning services for individuals, corporations, and trusts for over 35 years. Alan is the co-host of Your Money, Your Wealth®, a financial talk radio show heard weekly in San Diego on KFMB. The show is available as a podcast. In addition, Your Money, Your Wealth® is a weekly television show that is aired in multiple markets and is available on YouTube.
Alan received a bachelor’s degree from the University of California, San Diego in 1979 and received his CPA certification in 1984. He was the former board president of Vida Joven, a non-profit organization that supports an orphanage in Tijuana. He is actively volunteering with St. Peters Episcopal Church. When his kids were young, he volunteered for over ten years, coaching youth sports in baseball and soccer. Alan enjoys time with family and friends, traveling, staying fit, hiking, golfing, and playing his ukulele. Alan is married to Anne and has two adult sons named Robbie & Ryan.
Alan's Latest Contributions
Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she’s widowed and won’t be married filing jointly? How should she pay the tax on her conversions? Jennifer in Washington state is 55 and her husband is 70. Should she retire now and do aggressive Roth conversions before her husband passes? We’re talking about the widow’s tax, today on Your Money, Your Wealth® podcast number 501. Plus, answers to questions from our YouTube viewers: what’s a brokerage account? What’s a good way to pay RMD taxes? How does the 10 year rule work on inherited IRAs? What are extended market index funds? The fellas also spitball on the 4% rule for retirement withdrawals.
For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance. On episode 500, we’re celebrating with the Top Funniest Moments From the Your Money, Your Wealth® Podcast, Vol. 2. (Check out episode 300 from way back in November of 2020 for Vol. 1.) For this episode, Executive Producer Andi Last compiled some rare, never before seen, can’t-miss Derails, jokes, stories, screw-ups, and outtakes… from two talking heads sitting at a desk. We appreciate you following, watching, laughing, and commenting on YouTube or Spotify, but if you’re listening in Apple Podcasts or another podcast app, you’ll laugh just as much.
When cooking up your favorite Italian dish, the most common ingredient is pasta, and there are 350 different types. But what about your retirement recipe? The most important ingredient is the retirement plan itself, with 14 different types. So what are the best ingredients for your Recipe for Retirement? In this episode, Joe Anderson, CFP® […]
