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 salary-only 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 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 CPAs 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 Financial Named Best Places to Work in San Diego (2023)

Pure Financial Advisors is proud to be named as one of the Best Places to Work in San Diego by the San Diego Business Journal. Pure Financial placed #18 out of 46 companies in the Medium Employers (50-249 U.S. Employees) category. included in the ranking. This year, 100 companies were ranked across four different categories...

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SEP
2023

YMYW ranked in 10 Best Personal Finance YouTube Channels for 2023

Pure Financial’s Your Money, Your Wealth® has been ranked in the 10 Best Personal Finance YouTube Channels for 2023 by CardRates.com. The list is to help viewers find the “most compelling” personal financial content, saying the “channels designed to help people at all stages of their journey to financial improvement.” The article reviews the Your...

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SEP
2023

YMYW ranked in top 12 Retirement Podcasts to Listen to in 2023

Pure Financial’s Your Money, Your Wealth® has been named to the 12 Retirement Podcasts to Listen to in 2023 by US News and World Report. The list is to help listeners “learn about ways to build your dream retirement.” The article reviews the Your Money, Your Wealth® podcast as “a lighthearted approach to the often...

08
SEP
2023

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