Pure Financial Advisors offers fee only financial plans, fee based advisors, San Diego and Southern California locations.
Pure Financial Advisors
Financial Services
KFMB AM 760 - Your Money Your Wealth with Joe Anderson
Your Financial Team - Board Certified CFP's
Contact Us About a Financial Plan

Your Pure Financial Advisors Team

Choosing a financial advisor is a serious decision. We understand that you may have concerns about professional competence, conflict of interest, ethics and value received for your hard-earned money. Be assured that Pure Financial Advisors has hand-picked a team of qualified professionals who are working to help you achieve your financial goals and to ensure the integrity of our company.

What Is A Financial Planner?

A financial planner is an investment professional who can assist you in creating strategies to meet your long-term financial objectives. A qualified financial planner will analyze your individual situation, goals, risk tolerance and other factors before ever recommending a course of action. A qualified financial planner will address cash flow, tax planning, asset allocation, risk management, retirement and estate planning. The planner's role is to help you maximize your net worth and realize your specific financial objectives.

Pure Financial Advisors, Planners and Plan Support Specialists

All Pure Financial Advisors investment representative planners must be CFP Board Certified, obtain the Accredited Investment Fiduciary credential (AIF®) and have a minimum of five years of industry experience. Our growing team of financial planners currently includes the following professionals.

The Pure Financial Advisory Board

Composed of a group of men and women with extensive experience owning or directing successful businesses, the Pure Financial Advisory Board provides oversight and guidance setting our company's policies and business strategies. This means you're entrusting your financial well-being to a company that is grounded by sound, ethical business principles.

The Pure Financial Investment Committee

The Investment Committee was established to set and monitor our policies for managing your money. They are also the academics and industry professionals who help design our investment portfolio.

Pure Financial Advisors Staff

Pure Financial Advisors staff includes these individuals.

A Word About Credentials
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.

The AIF® designation is the first and only one that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders must successfully complete a 2.5-day classroom-based program, pass an exam, sign and adhere to a written code of ethics and complete four hours of continuing education credits each year. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

The Pure Financial Advisors vision, a new kind of financial services company.
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