ABOUT THE GUESTS

ABOUT Jake

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax efficient and cost efficient methods possible. Prior to joining Pure Financial, Jake was a lead strategist in charge of running the [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Wanna be a millionaire? Pure Financial Advisors’ professionals Joe Anderson and Jake Greenberg put their expertise to the test to see who can win the Millionaire Showdown. Pure Financial Advisors’ CEO and CFO Alan Clopine does his best to stump the duo with questions ranging from the expected rate of returns on investments to how long most people spend in retirement. Put your know-how to the test and start planning how to become a millionaire.

Click here to watch the full The Making of a Retirement Millionaire episode.