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 Ranked Top 50 of Glassdoor’s Best Places to Work

Pure Financial has been named to the top 50 of Glassdoor’s Best Places to Work US SMB list! We’re incredibly proud of the culture we’ve built and the talent we’ve been able to attract.       Pure Financial Advisors ranked number 43 out of 50 on Glassdoor’s Best Places to Work US SMB list...

13
JAN
2022

Pure Ranked in Top 100 ETF Power Users by RIA Channel

Pure Financial Advisors was recently named as one of the Top 100 ETF Power Users by RIA Channel. Pure Financial ranked number 86 out of 100.       “This year’s ETF Power Users ranking showcases wealth management firms based on their aggregate total firm ETF assets.” – RIA Channel “RIA Database identified and ranked RIA...

16
DEC
2021

Pure Financial Advisors Announces Newly Minted Chief Solutions Officer Role

SAN DIEGO, November 29, 2021 – Pure Financial Advisors, LLC (“Pure”) today announced the launch of a new initiative focused on identifying and implementing cutting-edge technology solutions across its organization. The $3.9 billion RIA is focused on continuing its rapid organic growth while also strategically acquiring other RIAs and expanding its advisor recruiting efforts. Pure also plans to further...

29
NOV
2021

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