Pure Financial Advisors offers fee only financial plans, fee based advisors, San Diego and Southern California locations.
Pure Financial Advisors
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Pure Financial Advisors offers fee only financial plans, investment advice and other financial services.

Your Pure Financial Advisors Team

Dan Lippold, CFP®, Vice President Business Development

Dan is the Vice President of Business Development for Pure Financial Advisors and has been in the financial services industry since 1996. Prior to joining Pure, Dan worked for 10 years with one of the nation's larger employee owned financial planning firms, where he was a financial advisor before becoming a district manager. During his last year, he was awarded recognition for being the top ranked District of his firm. He then accepted a position as the Director of Business Development with a local San Diego boutique firm that specializes in comprehensive planning for high net worth clients. Dan has extensive experience in securities operations, channel development, practice management, strategic sales and marketing, compliance, and recruiting, hiring, training and mentoring advisors. Dan is also responsible for representing Pure to the public as well as our professional affiliations.

Prior to his career as a financial planner, he spent six years serving as a US Naval Officer stationed aboard USS MOBILE BAY (CG-53) in support of Desert Shield/Desert Storm and as a Department Head for Nuclear Weapons Training Group in San Diego. Dan is a graduate of the University of Rochester, where he received a B.A. in Economics. He currently holds the Series 6, 7, 24, 26, 63 and 65 securities registration and has an active insurance license with the California Department of Insurance.

Dan is a volunteer with the organization S.P.I.N where he delivers donations of clothes and food to the less fortunate families in San Diego. Dan enjoys spending time with his wife and daughter and rooting for the Buffalo Bills.

Dan is also a member of many professional organizations to include The Society of Financial Service Professionals and the Financial Planning Association.


  Staff Bios  
Michael Fenison
Michael Fenison, CFP®, RFC, AIF®
Founder and CEO
Joe Anderson
Joe Anderson, CFP®, AIF®
Executive Vice President
Alan Clopine
Alan Clopine, CPA
Director of Tax Planning
Dan Lippold
Dan Lippold, CFP®
Vice President Business Development
Mike Pash
Mike Pash, CFP®, MBA
Investment Advisor Representative
Matt Balderston
Matt Balderston, CFP®, AIF®
Investment Advisor Representative
Mathhew Horsley
Mathhew Horsley, CFP®, CLU®, AIF®
Investment Advisor Representative
Karen Baszak
Karen Baszak, CFP®, CLU®, AIF®
Investment Advisor Representative
Jack Dugan
Jack Dugan, MSBA, CFP®, AIF®
Senior Investment Advisor Representative
Mike Bernier
Mike Bernier, CFP®
Investment Advisor Representative
Melanie Krall
Melanie Krall
Account Services Manager
Danielle Martin
Danielle Martin
Compliance Specialist
Benjamin S. Littman
Benjamin S. Littman, CFP®, MBA
Director of Trading
Brian K. Sauter
Brian K. Sauter
Plan Support Specialist
Paul M. Miller
Paul M. Miller
Vice President, Operations
Scott H. Smith
Scott H. Smith, Ph.D.
Data Applications
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