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
The Land Geek Mark Podolsky shares his method for turning unwanted dirt and “rock farms” (aka raw land) into cash. Plus, can you aggregate rental properties into an LLC to take advantage of the qualified business income deduction? And can you avoid state taxation on your required minimum distributions (RMDs) if you move to a […]
Professor Jamie Hopkins (Carson Wealth & Heider School of Business/Creighton University) talks about impacts the SECURE Act could have on retirement planning – particularly the end of the stretch IRA provision, which allows inherited individual retirement accounts to remain tax-deferred. Plus, how to reduce taxes when you have significant capital gains, when you can take […]
Travis Shakespeare, Director and Executive Producer of Playing with FIRE, talks about making the first-ever documentary about the Financial Independence / Retire Early or FIRE movement. Plus, Joe and Big Al answer your rental real estate investing questions and clear up some confusion around Roth 401(k) income limits and contributions versus conversions. Listen to the […]