ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Are you using the available tools and strategies to reduce your tax bill? Many admit they don’t even know if a donor-advised fund or a SEP IRA are options for their personal tax planning. Financial professionals Joe Anderson and Alan Clopine take a look at income tax and charitable strategies that can make a big impact on the amount of money you have during your golden years.

Click here to watch the full Take the Sting Out of Taxes For High Income Earners episode.