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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Inc. 2021 Best Workplaces

Pure Financial Advisors, Inc. has been named to Inc. Magazine’s 2021 Best Workplaces list. Pure Financial Advisors has been named a winner in the Established Excellence: 5-14 years in business, Medium: Employee size 50-99 categories. Inc. magazine today revealed that Pure Financial Advisors, Inc. has ranked on its 6th annual Inc. 5000 list, ranking as...

18
MAY
2021

Pure Ranked Top 12 Financial Advisors in San Diego (2020)

We are pleased to announce that Pure Financial Advisors, Inc. has been ranked in the Top 12 Financial Advisors in San Diego, CA by AdvisoryHQ. “With a welcoming approach that uncomplicates the retirement planning and financial management process, Pure Financial Advisors scores 5 stars as one of the best San Diego financial advisors to consider...

04
DEC
2020

Susan Brandeis is a Finalist for San Diego Business Journal’s Next Top 40 Under 40 (2020)

This list recognizes young leaders, change-makers, and innovators who are creating impact and leaving a positive mark on the San Diego community. Those nominated will be judged by an independent panel and awards will be announced during the event. View Complete Finalist List About Susan:  Susan is a CERTIFIED FINANCIAL PLANNER™ professional who earned her...

29
OCT
2020

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