Alan Clopine

Alan Clopine

Designations & Licenses

Certified Public Accountant
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.
Accredited Investment Fiduciary
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.

Alan Clopine

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of the firm while Michael’s focus is on expansion and hiring. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management.  Now, in 2016, Pure Financial has over 1,600 clients and over $1.5 billion of assets under management.

Prior to joining Pure Financial Advisors, 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 30 years while running multiple companies. Another of his functions at Pure is directing the tax planning department to recommend and implement integrated tax planning strategies to reduce current and future income taxes. His goal is to help clients create tax-efficient income streams that are sustainable in retirement. Alan is the co-host of Your Money, Your WealthSM, a financial talk radio show, heard weekly in San Diego on KFMB, and in Los Angeles/Orange County on KRLA. The show launched its television debut in 2014 and is currently aired weekly on CBS in San Diego and a cable channel in Orange County.

Alan received a Bachelor’s degree from the University of California, San Diego and received his CPA certification in 1984. He currently volunteers at St. Peters Episcopal Church with a primary focus on outreach activities in Mexico and Africa. Prior volunteer activities have included over ten years of coaching youth sports in baseball and soccer. Alan enjoys beach activities, his condo in Kauai, sports, golf, playing guitar and hanging with his family. Alan is married to Anne and has two sons named Robbie & Ryan.

Alan's Latest Contributions

10 Tax Efficiency Tips You Should Know

We have a brand-new Federal income tax law which commenced on January 1, 2018, called the “Tax Cuts and Jobs Act of 2017”. If you’re trying to figure out how to minimize your tax liability given this new tax law, you’re not alone. To give you a head start, here are 10 tax efficiency strategies to pay less in taxes; fully updated… Read more

Alan ClopineAlan Clopine
Top Tax Deferral Strategies

Top Tax Deferral Strategies

Tax deferral means taking a deduction and moving it into an earlier year or deferring some income to a later year. If you do these tax deferral strategies year after year you can utilize the time value of money. Dive Deeper into these Tax Deferral Strategies on Our Blog Transcript Today we’re going to talk about tax deferral strategies. And so this… Read more

Alan ClopineAlan Clopine
Tax Deferral Strategies

Top Tax Deferral Strategies

What are Tax Deferral Strategies? Tax deferral means taking a deduction and moving it into an earlier year or deferring some income to a later year. You are not really reducing your overall taxes, but you are getting a benefit up front. If you do these tax deferral strategies year after year and pay less in taxes up front, you can utilize… Read more

Alan ClopineAlan Clopine
Tax Reduction Strategies

Tax Reduction Strategies for High Income Earners

  Do you have a high salary, own a business, own real estate, have capital gains, or generate a lot of income from inherited assets? If any of these apply to your situation, you’re going to want to pay attention because here are seven different tax reduction strategies for high income earners that can help you to pay even less in income taxes in the future.… Read more

Alan ClopineAlan Clopine
Tax Efficiency Tips

10 Tax Efficiency Tips You Should Know

In case you missed it, we have a brand-new Federal income tax law which commenced on January 1, 2018, called the “Tax Cuts and Jobs Act of 2017“. If you’re trying to figure out how to minimize your tax liability given this new tax law, you’re not alone. To give you a head start, here are 10 tax efficiency strategies to pay… Read more

Alan ClopineAlan Clopine
How Do You Start Investing in Real Estate?

How Do You Start Investing in Real Estate?

“Big Al” Clopine, CPA offers 3 tips for aspiring real estate investors. Transcription: “Today I’m going to talk about real estate investing, which is something near and dear to my heart, as I’ve been a real estate investor for about 35 years. And I will tell you something, you can make a lot of money in real estate, as I have. You… Read more

Alan ClopineAlan Clopine
Tax Reform: 2017 Year-End Planning

Tax Reform: 2017 Year-End Planning

Tax Reform Bill as of December 14, 2017 With the ever-changing tax reform, make sure you prepare ahead of time. Don’t be blindsided by the potential changes that tax reform could bring. Alan Clopine, CPA walks you through critical year-end tax planning strategies that you might want to implement before 2018. Transcription: “There’s a final Republican tax bill. House and Senate party… Read more

Alan ClopineAlan Clopine