Pure Financial Advisors offers fee only financial plans, fee based advisors, San Diego and Southern California locations.
Pure Financial Advisors
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Your Financial Team - Board Certified CFP's
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Pure Financial Advisors offers fee only financial plans, investment advice and other financial services.

Your Pure Financial Advisors Team

Terry O'Hara, Ph.D.

Dr. O’Hara is an internationally recognized author, speaker and executive consultant with an extensive background in business. He has served as President and Chief Executive Office for a number of companies including a professional development firm in the financial services industry, an executive consulting boutique (specializing in strategic planning, acquisitions and divestitures, and executive mentoring) and for leading-edge technology companies in the field of automated supply chain management and automated data collection systems integration. Dr. O’Hara has also served as a senior executive heading up sales, marketing and strategic planning for several multi-billion dollar corporations.

Prior to entering the corporate world, Dr. O’Hara was involved in professional sports and then enjoyed a distinguished career as a litigating attorney. He achieved further distinction as an internationally recognized motivational speaker and visionary in multiple industries and as a lecturer on Financial Analysis for The American Management Association.

Dr. O’Hara has served on numerous Boards of Directors for corporate, charitable, educational and social organizations in a wide variety of industries including the computer, consulting, financial services, media, microbiology, resort, retail and systems integration industries. Among other organizations, Dr. O’Hara is currently Chairman of the Board of Morgan Run Club and Resort, Chairman of Cambridge Legacy Group, Inc, and a Board Member of Pure Financial, Inc. and the University of Cincinnati’s College of Business.

Dr. O’Hara’s academic credentials include a Juris Doctorate degree from the University of Cincinnati, Executive MBA studies at the Kellogg School of Management at Northwestern University, and a Bachelor of Science degree in Industrial Management/Engineering from the University of Cincinnati where he graduated Summa Cum Laude. He is a member of the national honoraries Beta Gamma Sigma and Sigma Iota Epsilon. Among other honors, Dr. O'Hara has been listed in Who's Who in America and 2000 Notable American Men. He has also received the John P. Rattigan Award (Medical/Legal Jurisprudence), the Ringo-Holmes Award (Advertising) and Presidential, Congressional and Gubernatorial Letters of Commendation in recognition of his publications. He has been nicknamed “The Business Doctor” and called an “Organizational Architect” by the clients he has served.


  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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