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 (2023). Pure was also named to San Diego Business Journal’s Best Places to Work (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.
Since 2008, Joe has co-hosted Your Money, Your Wealth®, a consistently top-rated weekend financial talk radio program in San Diego. 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 places regularly in Apple Podcasts’ Top 100 Investing Podcasts. The YMYW podcast was also ranked as the Best Retirement Podcast With Humor (2023).
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
Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks’ $10 million worth of farmland? Is Terry on track for retirement? Plus, should Fred and Wilma use their 401(k) money for living expenses to bridge the gap until they collect Social Security benefits? Should Glen claim his Social Security at age 65 and use it to fully fund his wife’s Roth IRA? When should Bill take his Social Security and should he do Roth conversions? Finally, should Maya include home equity in her retirement savings? Should Jack pay off his mortgage or stash his cash in a brokerage account and refinance his house later?
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe and Big Al are back this week to answer these questions. Plus, spitballing on the importance of international stock in John in Seattle’s diversified investment portfolio, David and Terri’s Roth conversion and I bond strategy, Blake’s severance package, and the impact of a new home purchase on John in DC’s retirement spending.
Inflation, required minimum distributions, asset allocation, stock market declines, Social Security and Medicare, long-term care and estate planning are important considerations when it comes to retirement planning, and it’s all too easy to make mistakes. After 40-plus years saving for retirement, the last thing that you want to do is sabotage all your hard work […]
