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
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe and Big Al are back this week to answer these questions. Plus, spitballing on the importance of international stock in John in Seattle’s diversified investment portfolio, David and Terri’s Roth conversion and I bond strategy, Blake’s severance package, and the impact of a new home purchase on John in DC’s retirement spending.
Inflation, required minimum distributions, asset allocation, stock market declines, Social Security and Medicare, long-term care and estate planning are important considerations when it comes to retirement planning, and it’s all too easy to make mistakes. After 40-plus years saving for retirement, the last thing that you want to do is sabotage all your hard work […]