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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Joe Anderson: Forbes Best-In-State Wealth Advisors (2023)

We would like to congratulate Joseph D. Anderson on being named to Forbes’ Best-In-State Wealth Advisors list for 2023. Joe was ranked #9 out of 117 advisors on the list for Southern California (High Net Worth).  See ranking here. As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $4.6...

10
APR
2023

Pure Ranked in Top 100 ETF Power Users by RIA Channel (2023)

Pure Financial Advisors was recently named as one of the Top 100 ETF Power Users by RIA Channel. Pure Financial ranked number 15 out of 100.   “We are pleased to announce the 2023 RIA Channel Top 100 RIA ETF Power Users Ranking. This year’s ETF Power Users ranking showcases wealth management firms based on...

05
APR
2023

Your Money, Your Wealth: Best Retirement Podcast With Humor (FIPhysician.com)

Thanks to FIPhysician.com for choosing the Your Money, Your Wealth® podcast as the Best Retirement Podcast With Humor of 2023, our fourth year in a row winning the category! Presented by CERTIFIED FINANCIAL PLANNER™ professional, retired infectious disease specialist, and financial blogger David Graham, MD, FIPhysician.com focuses on retirement planning for physicians. Graham’s annual list...

18
JAN
2023

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