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
“How much do I need to retire?” Joe Anderson, CFP and Big Al Clopine, CPA hear this question all the time. Today on YMYW, they delve into a crucial aspect of retirement planning: determining how much you can spend in retirement without running out of money. Find out how to calculate a safe withdrawal rate, […]
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether a popular early retirement strategy could actually blow up your financial plan, today on Your Money, Your Wealth® podcast number 577. Red and Kitty from Wisconsin are burned out at 40 and wonder if retiring at 45 using the 72(t) tax election to take substantially equal periodic payments, or SEPP, is a smart bridge strategy. Jiminy Billy Bob in North Carolina is also considering a 72(t). How should he structure his withdrawal order, and does he need to shift into bonds before downshifting his career? Plus, Steve and Sharon in Minnesota have 8 million bucks. Steve is getting laid off at age 56. What should they do with their 401(k), stock options, incentives, and benefits before and after the layoff?
Are Roth conversions worth it? We’ll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it’s worth it for him to convert. Rebels Without a Gauze in New England are over 70. Is it too late for them to convert? How much should Biking Barnsey convert from his tax-deferred accounts to Roth each year, and are there any single ladies in the YMYW audience that would like to help him spend his retirement money? Finally, the fellas spitball on whether Zisi and his wife are being too aggressive with their conversion strategy.
