Joe Anderson, CFP® and President of Pure Financial was recently interviewed by Mint to share his financial planning expertise. In the interview, Joe explains why it’s important for Pure Financial to be accessible to a variety of income levels. “There are thousands of baby boomers turning 65 every day for the next several years and most...
By Mike Allen, San Diego Business Journal February 9, 2015 The San Diego Business Journal announces Pure Financial Advisors, Inc’s expansion to Los Angeles. The firm is opening their third branch in Woodland Hills, CA this February. The new office will be managed by Ken Benedict, CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who brings more than...
By: Jeremy Ogul, Mission Valley News October 10, 2014 Purely practical: Local financial firm rises quickly to the top San Diego newspaper recognizes Pure Financial Advisors’ rapid growth. “One of the fastest-growing private companies in San Diego also happens to be one of the youngest. Mission Valley-based Pure Financial Advisors, which offers retirement planning and...
By: Mike Allen, San Diego Business Journal Tuesday, September 16, 2014 Pure Financial Advisors Passes $1 Billion Mark in Assets Managed The San Diego Business Journal continues to recognize Pure Financial’s growth as a company in their recent article about Pure Financial surpassing $1 billion in assets under management. The firm has been ranked in San […]
Pure’s Play By: Dan Jamieson, Financial Advisor Magazine August 4, 2014 Financial Advisor Magazine features Pure Financial Advisors, Inc. as their cover story highlighting eight pages on the firm’s business model, services, growth and drawing attention to how Pure Financial differs from other financial planning firms. “The unlikely business plan has worked. From zero clients […]
San Diego Business Journal June 10, 2013 What are Some Common Investment Related Challenges to Retirement Planning and Opportunities to Increase the Probability of Success? “If you focus on a few areas that really matter, I believe that you will create a retirement that is both more successful financially and you will do it with […]
By: Mike Allen, San Diego Business Journal March 25, 2013 FINANCE: Financial Advisors Break Away from the Big Firms Michael Fenison, CEO & Founder of Pure Financial Advisors discusses Pure Financial’s growth and fee-only service model in the San Diego Business Journal. Some wealth managers pride themselves on growing organically rather than by acquisitions. “We’ve […]
FINANCE: Variety of Firms Vie for Personal, Institutional Accounts By: Stephanie Glidden, San Diego Business Journal May 21, 2012 Michael Fenison, Founder and CEO of Pure Financial discusses Pure Financial’s business model and client acquisition in the San Diego Business Journal. Fenison also attributes the growth of the firm to his philosophy of giving a […]
By: Jill Blackford, San Diego Business Journal April 21, 2011 “Pure Financial Advisors is not your typical financial services company. It not only maintains a focus on full transparency, but it’s not commission-based — and there’s no minimum net worth required for clients.” Read the full story here
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.