Pure Financial Advisors offers fee only financial plans, investment advice and other financial services.

Your Pure Financial Advisors Team

Karen Baszak, CFP®, CLU®, AIF®, Investment Advisor Representative

Karen Baszak is an investment professional with over 20 years of experience in the financial services field. As one of the firm’s Financial Planners, she helps guide the firm’s vision and values, with client satisfaction and their financial well-being as her top priority. Karen is committed to providing clients with unbiased, comprehensive, and holistic solutions to their financial planning needs.

Prior to joining the firm, Karen served as the Senior Vice President for a local Wealth Management firm where she was responsible for portfolio management, client relationship management, financial planning, strategic planning, and management of the firm’s operations. Prior to that role she was a Regional Manager for Bank of the West, supervising eight investment representatives; she was responsible for sales, staff development, marketing, administration and compliance for investment services. She has also worked as Senior Vice President for Community First National Bank where she was responsible for all aspects related to management and operations of investment services.

A San Diego resident for over 30 years, Karen lives in Point Loma and has been married to her husband David since 1990. In her free time, she enjoys travel, reading, music, and spending time with friends and family.