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

All advisors are required to have the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) designation, the Accredited Investment Fiduciary credential (AIF®) and a minimum of five years of financial industry experience. We have a team of CPAs and CFAs to support the planners, providing a holistic financial planning approach.

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 Advisors Announces Strategic Minority Investment by Emigrant Partners

SAN DIEGO, CA – May 27, 2020 – Pure Financial Advisors, Inc. (“Pure”), a fast-growing financial planning and investment advisory firm that manages over $2.4 billion in client assets, is pleased to announce today that Emigrant Partners (“Emigrant”) has acquired a minority stake in the...

27
MAY
2020

Joe Anderson: Forbes Best-In-State Wealth Advisor (2020)

We would like to congratulate Joseph D. Anderson on being named to the 2020 Forbes Best-In-State Wealth Advisors list. Joe was ranked #3 out of 80 advisors on the list in Southern California.  As President of Pure Financial Advisors, Joe Anderson has led the company to...

12
FEB
2020

Pure Ranked in Top 100 Wealth Managers by RIA Channel

Pure Financial Advisors, Inc. was recently named as one of the Top 100 Wealth Managers by RIA Channel. Pure Financial ranked number 39 out of 100. The 2019 RIA Channel Top 100 Wealth Managers list was produced by RIA Database, who has been ranking wealth...

09
DEC
2019

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