CERTIFIED FINANCIAL PLANNER® certification
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 among Inc. Magazine’s 5,000 Fastest-Growing Private Companies in America (2024-2025), ranked one of Barron’s Top 100 RIA Firms (2023-2025), and was recognized as one of Forbes’ Top RIA Firms (2024-2025). Pure was also named to the San Diego Business Journal’s Best Places to Work (2023-2025) and Glassdoor’s Top 50 Best Places to Work (2022).
Joe was ranked #6 out of 250 in AdvisorHub’s Advisors to Watch RIAs (2025) 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
Today on Your Money, Your Wealth® podcast number 585, Joe and Big Al spitball for folks who are already winning and thinking about getting fancy with it. Reno in Oregon is 50, and his pension is so big he’s not sure how to invest or why he would need to convert to Roth. Michael is considering taking out a half-million-dollar margin loan to juice investment returns. What do the fellas think? Tune in for the surprising debate. Husker Fans just pocketed two million from selling their business, and here come the product pitches: should they buy annuities, set up a charitable trust, or just swallow the tax? What do the fellas think of whole life insurance? And finally, John and Lib on Waltons Mountain – or rather, the Catskills – aren’t sure if they’ve saved too little or too much. Can they bridge the gap until their pension?
Heidi from the Space Coast of Florida found a money-saving tidbit in a past episode that completely changed how she thinks about her financial advisor’s fee, and Joe and Big Al expand on the strategy. Laverne and Shirley have four million bucks, Roth conversion questions, annuity questions, and a retirement plan so detailed it may require a diagram. Finally, Bess and George from Pure Michigan are already retired, already on Social Security, and already losing sleep over their investments. So why are they so stressed? Joe and Big Al’s debate about a 1% advisory fee gets a little spicy in that one.
Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains who are just one wrong move away from handing a third of it to the IRS. How should they diversify their concentrated stock positions? That’s today on Your Money, Your Wealth podcast number 583. First up, Walter’s a software engineer who got lucky 15 years ago. Now he’s got $1.6 million in company stock, and a retirement clock ticking down in six years. Richard from Staten Island listened to his son six years ago, went big on oil, saw a huge gain, and now 80% of his portfolio is in that one position. His custodian wants him to sell, but he’s not so sure. Finally, Doctors “Bones and Beverly” just discovered they’ll be inheriting millions still sitting in an old 401(k) loaded with company stock.
