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 Advisors Announces New Chicago Office

SAN DIEGO, CA, APRIL 29, 2022 – Pure Financial Advisors, LLC (“Pure Financial”) today announced the opening of a new Chicago office, their sixth branch overall and second outside Southern California. “We are really excited to have Dan Goldstein join us and to get us started in the key Chicago market,” said Dominic Knauf, Pure Financial’s...

29
APR
2022

Joe Anderson: Forbes Best-In-State Wealth Advisors (2022)

We would like to congratulate Joseph D. Anderson on being named to Forbes’ Best-In-State Wealth Advisors list for 2022. Joe was ranked #13 out of 113 advisors on the list for Southern California (High Net Worth).  As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $4 billion in assets...

07
APR
2022

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

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