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...
Pure Financial Advisors was recently named as one of the Top 100 ETF Power Users by RIA Channel. Pure Financial ranked number 86 out of 100. “This year’s ETF Power Users ranking showcases wealth management firms based on their aggregate total firm ETF assets.” – RIA Channel “RIA Database identified and ranked RIA...
SAN DIEGO, November 29, 2021 – Pure Financial Advisors, LLC (“Pure”) today announced the launch of a new initiative focused on identifying and implementing cutting-edge technology solutions across its organization. The $3.9 billion RIA is focused on continuing its rapid organic growth while also strategically acquiring other RIAs and expanding its advisor recruiting efforts. Pure also plans to further...
SAN DIEGO, November 15, 2021 – Pure Financial Advisors, LLC (“Pure Financial”) and Kaufman Kampe Advisors LLC (“Kaufman Kampe”) today announced an agreement under which Pure Financial will acquire the Seattle-area RIA. As part of this transaction, Lori Kaufman, CFP®, and Valerie Kampe, CFA®, will join Pure Financial, where they will continue serving their existing clients while also […]
SAN DIEGO, CA, September 7, 2021 – Pure Financial Advisors (“Pure”) announces the additions of Jason Carver and Dominic Knauf to the executive team as Managing Partners. Carver brings nearly a decade of industry experience to the firm, including roles at Carson Group and Focus Financial Partners. At Pure, he will be overseeing various strategy, operations, and finance-related functions, in […]
SAN DIEGO, CA, September 1, 2021 – Pure Financial Advisors (“Pure Financial”) and Lee Equity Partners (“Lee Equity”) today announced an agreement under which funds managed by Lee Equity will acquire a stake in the rapidly expanding $3.6 billion Registered Investment Advisor (RIA). As part of this transaction, senior management and employees of Pure Financial Advisors […]
Pure Financial Advisors 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 has ranked on its 6th annual Inc. 5000 list, ranking as one of […]
We are pleased to announce that Pure Financial Advisors 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 working […]
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 […]
Pure Financial Advisors 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 Diego was created by the San Diego Business Journal and […]
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 the U.S. shores and the economy was suddenly forcibly shut […]
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 FT 300 list, produced by the Financial Times and Ignites […]
SAN DIEGO, CA – May 27, 2020 – Pure Financial Advisors, LLC (“Pure”), a fast-growing financial planning and investment advisory firm that manages over $2.4 billion in client assets, is pleased to announce today that Emigrant Partners (“Emigrant”) has acquired a minority stake in the firm for an undisclosed amount. The transaction will provide Pure […]
We would like to congratulate Joseph D. Anderson on being named to the 2020 Forbes Best-In-State Wealth Advisors list. Joe was ranked #3 out of 80 advisors on the list in Southern California. As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2.3 billion in assets under management and has […]
Pure Financial Advisors was recently named as one of the Top 100 Wealth Managers by RIA Channel. Pure Financial ranked number 39 out of 100. The 2019 RIA Channel Top 100 Wealth Managers list was produced by RIA Database, who has been ranking wealth managers for over a decade. “We are pleased to announce the […]
Lunch n’ Learn
Join us for a one-hour lunch n’ learn with a well-versed financial planner 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. You can expect to feel confident in your long-term goals and retirement plans after attending a lunch n’ learn and your financial planning questions will be answered.