Certified Financial Planner®
Master of Business Administration
BIOGRAPHY
As a founding member of the firm, Ben has held various leadership positions spanning Financial Planning, Investment Management, Technology Solutions, and M&A. Ben was Pure’s first Chief Investment Officer, developing and scaling the tax overlay and trading platform, screening client accounts daily for asset location, tax loss harvesting, and rebalancing opportunities. From there he moved into a technology solutions role, leading various software development projects driving value for Pure’s clients, advisors, internal teams, and management.
Now, as a member of the Corporate Development team, Ben’s primary role is to consult with advisors and RIA principals who are looking to unlock their next phase of growth or create a succession plan through a monetization event.
He takes pride in his operational experience along with supporting founders and advisors, helping Pure grow from a startup in 2007 to where they are today.
Ben received both his MBA and BS degrees from San Diego State University where he majored in Financial Services. He leads an active lifestyle and enjoys running, surfing, and skiing in his free time. Ben and his wife Kaycee are frequently on the go and are grateful for the opportunity to travel to new destinations.
Benjamin's Latest Contributions
Pure Financial Advisors’ investment philosophy is founded upon two fundamental principles: The power of capital markets and time-tested industry research. At the core of this foundation stand seven pillars supporting our philosophy: – A research-driven approach – Harnessing the power of capital markets – Investing over speculating – Avoiding “timing the market” – Well structure […]
To the individuals and families we serve, Given the spike in market volatility due to the COVID-19 pandemic, this seems like a good time to discuss how Pure Financial Advisors’ investment philosophy has been designed to facilitate efficient implementation for each and every one of our clients, even in the most extreme of market conditions. […]
