Susan Brandeis

Susan Brandeis

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.
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Susan Brandeis

Susan is a CERTIFIED FINANCIAL PLANNER™ who earned her BA in Financial Services from San Diego State’s College of Business Administration as well as received a SDSU Personal Financial Planning Certificate. In addition, prior to working with a fee-only advisory firm, Susan held the FINRA series 7 and 63 securities registration. Until joining Pure Financial Advisors, Susan worked with a local wealth management firm specializing in financial and estate planning services for high-net-worth individuals. Susan joined Pure because she believes the firm’s team approach and goal development process provides clients with innovative solutions rarely available at other financial planning institutions. She also brings a wealth of knowledge and expertise in utilizing financial planning and investment software in developing strategies and solutions that involve investment allocations, risk management, estate planning, taxes, cash flow analysis and retirement planning.

When she is not in the office, Susan enjoys exercising, playing tennis, volunteering at local charities and cheering for the Chargers with her friends and family.

Susan's Latest Contributions

How Does Social Security Work?

How Does Social Security Work?

Currently, there are over 67 million people receiving Social Security benefits. Additionally, there are 10,000 baby boomers turning 65 every single day for the next 12 years. This is going to put some strain on Social Security when it comes to your claiming strategies, but in this video, Susan Brandeis, CFP® breaks down exactly how Social Security works, how it started, and… Read more

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What is a CFP

What is a CERTIFIED FINANCIAL PLANNER™?

What is a CERTIFIED FINANCIAL PLANNER™? Do I really need a CERTIFIED FINANCIAL PLANNER™? How do CERTIFIED FINANCIAL PLANNER™s get paid? Pure Financial Advisors’ Director of Financial Planning, Susan Brandeis, CFP® answers these questions. Transcript: So today what we’re going to talk about is, what is a CERTIFIED FINANCIAL PLANNER™? So what a CERTIFIED FINANCIAL PLANNER™ is, is somebody that’s there to work… Read more

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Susan Brandeis

401(k) When Starting at a New Company

Susan Brandeis, CFP® gives you four options for handling your 401(k) when you start at a new company. Transcription: “Hi, I’m Susan Brandeis, CERTIFIED FINANCIAL PLANNER™ and Director of the financial planning department at Pure Financial, and this is your Question of the Week. The Question of the Week is: what are my options for my old 401(k) when I start working at… Read more

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Susan Brandeis, cfp

Is There a Penalty for not Taking a Required Minimum Distribution From Your IRA?

Susan Brandeis, CFP® explains the repercussions of not taking the required minimum distribution (RMD) from your individual retirement account. Transcription: Hi, I’m Susan Brandeis, CERTIFIED FINANCIAL PLANNER™ and Director of the Financial Planning Department here at Pure Financial, and this your Question of the Week. This week’s question is: is there a penalty for not taking a required minimum distribution from your IRA?… Read more

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Susan Brandeis, cfp

Taxes on Primary Residence Sale

If you were to sell your primary residence for a gain, would you have to pay any taxes? Susan Brandeis, CFP® answers this Question of the Week by explaining the eligibility requirements for the Section 121 Exclusion. Transcription: “Hi, I’m Susan Brandeis, CERTIFIED FINANCIAL PLANNER™ and Director of the Financial Planning Department here at Pure Financial and this is your Question of the Week. One question I… Read more

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susan brandeis cfp

How to Withdraw from Retirement Account Without Penalty

Susan Brandeis, CFP® and Director of Financial Planning at Pure Financial shares how to withdraw from your retirement accounts early without the 10% penalty. There is a common confusion with the age 59 1/2 rule – several people believe you have to be 59 1/2 to withdraw from any retirement account. Susan clarifies that the account must be an Individual Retirement Account, or… Read more

 
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susan finance park

Junior Achievement of San Diego – Finance Park

Look back to when you first became financially independent. Do you remember the challenges of taking on new responsibilities that your parents made look so easy during your younger years? When it came time to purchase a home or file taxes on your own, did you know where to start? How about filing your first loan? Were you aware of the total cost… Read more

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