Certified Financial Planner®
Accredited Investment Fiduciary
BIOGRAPHY
As CEO and President, Joe Anderson, CFP®, AIF®, has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today.
Pure Financial, a Registered Investment Advisor (RIA), was ranked 34 out of 50 Fastest Growing RIA’s nationwide by Financial Advisor Magazine (2024) and was ranked one of Barron’s Top 100 RIA Firms (2024-2023). Pure was also named to San Diego Business Journal’s Best Places to Work (2024-2023) and Glassdoor’s Top 50 Best Places to Work (2022).
Joe was ranked #7 out of 200 in AdvisorHub’s Advisors to Watch RIAs (2024) and named to the 2023 Forbes Best-In-State Wealth Advisors list, ranking #9 out of 117 advisors on the list for Southern California (High Net Worth). In 2013, Joe earned San Diego Metro’s 40 Under 40 Award, representing some of the best and brightest minds of San Diego County.
From 2008 to 2024, Joe co-hosted a consistently top-rated weekend financial talk radio program in San Diego called Your Money, Your Wealth®. Evolving from the radio show’s success, in June 2014, Joe launched the first Your Money, Your Wealth® television broadcast in San Diego and on the popular YMYW YouTube channel, now with over 30,000 subscribers. The Your Money, Your Wealth® podcast followed in 2016 and regularly places in Apple Podcasts’ Top 100 Investing Podcasts. The YMYW podcast was also ranked as the Best Retirement Podcast With Humor (2020-2024).
Prior to joining Pure, Joe worked for several years with one of the nation’s largest financial planning firms, where he was a financial advisor before becoming a district manager and then Vice President.
Beyond working with Pure Financial, Joe also participates in philanthropic activities. He’s also a member of the National Association of Personal Financial Advisors.
Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker for a wide range of professional groups in San Diego County and enjoys playing golf and cheering for his alma mater, the Florida Gators.
If you have any questions about the awards mentioned, please visit our awards page.
Joseph's Latest Contributions
Think you’re ready to retire? Joe Anderson, CFP® and Big Al Clopine, CPA reveal six powerful signs that show whether you truly have enough to quit working—and what steps you can take now to secure the retirement you’ve always imagined. Calculate your FREE Financial Blueprint Important Points: 00:00 – Intro: The #1 Question About […]
A comment on one of our YouTube videos sparks a dialogue between Joe and Big Al on the 4% rule vs the “guardrails” withdrawal strategy. Joe at the Beach is managing his ~$6M portfolio on his own, but wants the fellas’ take on his upper limit for yearly spending, so he can keep drinking his old-fashioneds. Can Joe Ko in Virginia afford to bridge the gap between retiring at 67 and taking Social Security at 70? Plus, “Harold and Maude” have nearly $7M saved. Should they accelerate Roth conversions into high-tax brackets before moving from low-tax Colorado to high-tax California? And how much more than their current annual spend can they afford for family vacations and travel?
Wendy and Joe in Colorado ran the numbers, and their financial planning software says they’ll have over $10 million when they pass. Wendy’s wondering if they should continue converting to Roth while working, despite their high tax bracket. But has the software lulled them into a false sense of security? That’s today on Your Money, Your Wealth® podcast number 548. Plus, which is smarter for “Kurt and Courtney” in New York: aggressively paying down their mortgage, or putting their extra money to work in the market before Kurt retires early in 20 years? Finally, when does it stop making sense for high-earners “Tim and Faith” in Boston to contribute to their Roth? The fellas duke it out on this one (and we figure out, based on our earliest musical interests, which era we’re each children of.)
