Certified Financial Planner™
BIOGRAPHY
Susan is a CERTIFIED FINANCIAL PLANNER™ professional who earned her BA in Financial Services from San Diego State’s College of Business Administration, also receiving 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.
Susan is very passionate about providing financial literacy for students and helping them gain valuable experience in the financial planning field. In her spare time, she volunteers for the National Financial Planning Association (FPA) NexGen executive committee, to aid young financial planners in their professional advancement.
Susan's Latest Contributions
A lot of people find themselves confused about the difference between Medicare and Medicaid. Pure Financial’s Chief Financial Planning Officer, Susan Brandeis, CFP®, goes over what the differences are, who is eligible, and what you get with each – making it a little easier to understand so you can decide which coverage is right for […]
“Our young people are far more capable and far more aware of the world around them than we give them credit for. So start early, and don’t be afraid to have tough conversations about money.” – Sidd Vivek, President and CEO, Junior Achievement of San Diego April is Financial Literacy Month, highlighting the importance of […]
Tax planning is most important before the year-end while you have the ability to control into which tax bracket you fall, deductions to take, and retirement contributions to fund. Pure Financial Advisors’ Chief Financial Planning Officer walks you through an important checklist to make sure you’re one step ahead of the taxman. DOWNLOAD | 2021 […]
