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...
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...
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...
SAN DIEGO, CA, APRIL 29, 2022 – Pure Financial Advisors, LLC (“Pure Financial”) today announced the opening of a new Chicago office, their sixth branch overall and second outside Southern California. “We are really excited to have Dan Goldstein join us and to get us started in the key Chicago market,” said Dominic Knauf, Pure Financial’s […]
We would like to congratulate Joseph D. Anderson on being named to Forbes’ Best-In-State Wealth Advisors list for 2022. Joe was ranked #13 out of 113 advisors on the list for Southern California (High Net Worth). As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $4 billion in assets […]
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 […]
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.