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. As of the end of March 2019, Pure Financial had over 2,400 clients and managed over $2.2 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
Click a link to view updates: Letter to Clients and Prospective Clients, March 26, 2020: What the Senate Coronavirus Stimulus Package Means for You Video presentation, March 24, 2020: Market update and answers to your questions Letter to Clients, March 20, 2020: California “Stay at Home” Order Video presentation, March 17, 2020: Market update and […]
If you’re in the 22% tax bracket, does 22% of what you make go to the IRS? How does capital gains tax work with ordinary income tax? Joe & Big Al explain how tax brackets work and they answer your Roth contribution and Roth conversion questions: like what’s the point of a Roth conversion if […]
Tax-loss harvesting, Roth conversions and more: Joe and Big Al explain how bear markets are the time to utilize these investing strategies in your retirement portfolio. And the fellas go over those Roth IRA 5-year withdrawal rules – again. They also cover some Roth withdrawal mistakes and Roth rollover consequences, and they have a mea […]