Experience the Pure Difference

Fiduciary Responsibility

A fiduciary relationship is generally viewed as the highest standard of customer care available under law. Fiduciaries are required to act in the best interest of the client and to provide full and fair disclosure of material facts and conflicts of interest.

Pure Transparency

Pure Financial provides fee-only financial planning with no competing sales goals or directives. Our advisors are non-commissioned employees who never receive commissions. A partnership with Pure ensures that your best interest always comes first.

Credentialed Professionals

Pure’s financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA), or to have at least five years of financial planning experience. Within one year of hire, we typically require that financial planners attain the Accredited Investment Fiduciary (AIF®) credential to show a commitment to the fiduciary standard.

Fixation on Taxation

Tax planning is the art of arranging your affairs to minimize the impact of tax costs along the way. As tax laws are often complex and frequently change, our tax planning department work alongside our financial planners to help our clients reduce their tax liability now and in the future.

Commitment to Education

Education empowers personal growth while shaping new opportunities. Pure Financial is committed to providing ongoing education through a variety of different mediums.

No Minimum Net-Worth

We strive to help everyone exceed their financial goals, regardless of their net-worth.

Pure in the News

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Pure Named One of San Diego’s Fastest-Growing Private Companies – Medium Category (2024)

Pure Financial Advisors is proud to be ranked in San Diego Business Journal’s top 50 Fastest-Growing Private Companies – Medium Category. Pure Financial placed 39 out of 50 companies included in the ranking. The companies were ranked by percent of verified revenue growth from 2021 to 2023. Click here to read the full article. Due...

OCT
2024

Pure Financial Advisors Ranked in the 2024 Forbes/SHOOK Top RIA Firms List

Pure Financial Advisors is proud to be named a 2024 Forbes Top RIA Firms. Pure Financial placed #162 out of 250 firms included in the ranking. The list recognizes top independent RIA firms from across the U.S. Click here to read the full article. “As investors navigate the fraught market landscape, they turn to registered...

OCT
2024

Pure Financial Named a 2024 Barron’s Top 100 RIA Firm

Pure Financial Advisors is named a 2024 Barron’s Top 100 RIA Firm. Pure Financial placed #56 out of 100 firms, climbing 10 spots compared to last year. This achievement reflects the talent, high standards, and dedication to client service that define our team. “Our ninth annual ranking of independent advisory companies is based on assets...

SEP
2024

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Our Story

Learn how a vision became a reality by discovering how it all began.

Get to Know Pure

Meet the Team

Get to know the people working hard to help you reach a successful retirement.

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Lunch n’ Learn

Join us for a one-hour lunch n’ learn as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets.

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