Certified Financial Planner™
Accredited Investment Fiduciary
BIOGRAPHY
Brian Wolff is a CERTIFIED FINANCIAL PLANNERTM professional with Pure Financial Advisors specializing in comprehensive financial planning. In his role with Pure, Brian works directly with clients to not only help them realize their financial goals, but also to help determine the purpose for their money.
Graduating from the University of California, Santa Cruz, Brian earned a BA in Film and Digital Media in 2001. For the following 12 years, Brian worked as a video editor for the Outdoor Channel, and at an advertising agency called Vision Video Inc. In 2013, Brian made the decision to switch career paths and obtained his Series 65 license, marking the beginning of his career in the financial industry.
Brian began his financial career working with a wealth management firm in North County, San Diego. He worked as a paraplanner and helped with business development, bringing new clients to the firm.
Prior to coming to Pure Financial Advisors, Brian held the FINRA Series 7 and 63 securities registration. He received his CFP® Certification in 2018.
Brian currently resides in Vista and has been married to his wife, Christina since 2005. In his free time, he loves spending time with his wife and their two children, Gavin and Hannah. He also enjoys going to see the latest movies in theaters.
Brian's Latest Contributions
Give yourself peace of mind and fund your passions while staying on track to meet long-term goals through charitable giving strategies. Pure’s Financial Planner, Brian Wolff, CFP®, AIF®, explains five tax-efficient and impactful strategies that can help your retirement plan while giving back to your community: Select the right asset to give When rebalancing a […]
As a parent, are you prepared to pay for your children’s college expenses? The numbers can be overwhelming when you look at the cost of sending your adult children to college. Pure’s Financial Planner, Brian Wolff, CFP®, AIF®, will review three investment savings plan options: 529 Plan Coverdell Account Prepaid College Tuition Plan Regardless of […]
