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

VIEW ALL News

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

Pure Financial Advisors Adds New Chief Operating Officer

SAN DIEGO, Nov. 1, 2022 – Pure Financial Advisors, LLC (“Pure”) announces the addition of Abbas Hasan to the Executive Team as Chief Operating Officer. Hasan will be responsible for overseeing all operational aspects of Pure, including business operations, human resources, compliance, and technology. He will lead the operational team as it continues to build a...

01
NOV
2022

Pure Ranked in Top 50 ETF Power Users by RIA Channel

Pure Financial Advisors was recently named as one of the Top 50 ETF Power Users by RIA Channel. Pure Financial ranked number 30 out of 50.   “We are pleased to announce the 2022 RIA Channel Top 50 RIA ETF Power Users Ranking. This year’s ETF Power Users ranking showcases wealth management firms based on...

20
JUL
2022

Live a Life Well-Planned and Get to Know What a Fee-Only Firm Can Do for Your Financial Success

Talk to an Advisor

Our Story

Learn how a vision became a reality by discovering how it all began.

Get to Know Pure

Meet the Team

Get to know the people working hard to help you reach a successful retirement.

Take Me There
Link

Lunch n’ Learn

Join us for a one-hour lunch n’ learn as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets.
Register Now
Link

Register for a Class

Don’t leave Financial circumstances to uncertainty, solidify your retirement plans with the help of experts.
Register Now
Link

Experience the PURE Difference

Get Your Free Assessment