Certified Public Accountant
Accredited Investment Fiduciary
Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. 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. Currently, Pure Financial has over 2,100 clients and manages over $2.1 billion in assets.
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. Alan is the co-host of Your Money, Your Wealth®, a financial talk radio show, heard weekly in San Diego on KFMB as well as on podcasts. The show launched its television debut in 2014 and is currently aired weekly on CBS in San Diego.
Alan received a Bachelor’s degree from the University of California, San Diego and received his CPA certification in 1984. He currently volunteers as president of Vida Joven, a non-profit organization that supports an orphanage in Tijuana as well as various activities at St. Peters Episcopal Church. Prior volunteer activities have included over ten years of coaching youth sports in baseball and soccer. Alan enjoys hiking, running 5k races, travel, golf, playing guitar and hanging with his family. Alan is married to Anne and has two sons named Robbie & Ryan.
Alan's Latest Contributions
Kristin Wong (author, Get Money, columnist, Joint Accounts @ Medium.com) explains how communication, specificity, and gamification can improve your financial life. Joe and Big Al answer money questions: should you increase your Roth 457 contribution when your spouse wants to retire 8 years before you? Does a SEP IRA have the same protections as a 401(k)? […]
Ashley Patrick (former police detective and creator of BudgetsMadeEasy.com) explains how debit card fraud happens, what to do when your ATM card is compromised, and ways to avoid it happening in the future. Plus, Joe and Big Al answer your money questions: how do you determine a good pre-tax to Roth savings ratio? Are trading […]