Certified Financial Planner™
Chartered Financial Consultant®
Accredited Investment Fiduciary
BIOGRAPHY
As Managing Director at Pure Financial Advisors, Jake Greenberg, CFP®, plays a pivotal role in driving the firm’s strategic growth and operational efficiencies. Since joining Pure in 2015, Jake has brought a client-first approach to delivering comprehensive financial planning and investment management.
In 2017, he successfully launched Pure’s North Orange County office in Brea, California, establishing a thriving branch and setting the stage for continued growth. Over the years, Jake has continued to spearhead the growth and development of several other branch locations and has been instrumental in training and mentoring new Financial Advisors, ensuring they are equipped to deliver exceptional service to clients.
Jake is also a key member of Pure’s Mergers & Acquisitions team, helping facilitate integrations of new teams and offices into the organization. With his collaborative mindset, he partners across departments to drive strategic initiatives, enhance operational efficiency, and expand Pure Financial’s footprint.
Jake earned his Bachelor’s degree in Finance from California State University, Fullerton, where he continues to dedicate his time by guest lecturing and mentoring students. He has also served on committees for the CFP Board in Washington, D.C., and frequently speaks at national conferences, sharing insights on financial planning and industry trends.
Residing in Yorba Linda, California, with his wife and three children, Jake enjoys fitness, woodworking, and practicing jiu-jitsu, where he also has the joy of coaching his kids.
Jake's Latest Contributions
He’s 56, she’s 32. How does this 24-year age difference impact retirement plans for “Bonnie and Clyde”, and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of Pure Financial Advisors’ Managing Director Jake Greenberg, CFP®, ChFC® for a video case study (complete with visual aids!) on YMYW Extra number 6. Into which types of accounts should Bonnie and Clyde save for retirement? How much of their savings should they convert to Roth and when?
