Why Pure - Pure Financial Advisors, Inc.

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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Best Places to Work in San Diego 2020

Pure Financial Advisors, Inc. was recently named as one of the Best Places to Work in San Diego for the second year in a row. Pure Financial ranked number 11 in the medium employer category. The annual list of the Best Places to Work in San...

SEP
2020

Pure Ranked #153 RIA out of 715 in the Nation

Pure Financial Advisors is proud to be ranked in Financial Advisor Magazine’s top Registered Investment Advisors (RIA) in the nation. This year, more than 700 companies were ranked. Pure Financial placed #153 out of 715 firms included in the ranking. “When the coronavirus came to...

AUG
2020

Pure Named to Financial Times Top 300 RIAs in US for 2020

Pure Financial is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top U.S. Registered Investment Advisers for the 7th consecutive year. The list recognizes top independent RIA firms from across the U.S. This is the seventh annual...

AUG
2020

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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.

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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.

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