Pure Financial team members give back! Pure's Executive Chairman, Alan Clopine, Director of Client Relations, Wendy Miller, and?Chief Financial Planning Officer, Susan?Brandeis, traveled to Tijuana, Mexico, to build three small homes for three families.?They joined 50 other volunteers from Homes of Hope and Tiburon Impact Adventures to help families living in makeshift shacks with dirt floors, no electricity, and no plumbing.? ? "It was truly a humbling experience, helping to turn the dream of homeownership into reality for these young families." Alan, Wendy, and?Susan?left with hearts full of gratitude and a renewed belief in the power of community. Learn more about our team members at https://lnkd.in/gE9Z2y9h
关于我们
Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine, Los Angeles, Davis), Seattle, Chicago, Denver, and we are looking to expand in other cities. Pure Financial manages over $6.29 billion in assets (as of March 25, 2024). *For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/. ___________________________ Credentialed and Qualified, Fee-Only, Focused Only on You. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experienced advisors who are employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management, and one directive: do what is best for the client. OUR VISION: -Provide consistently high-quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names", no-load mutual fund companies and discount brokerages. -Offer a healthy professional fee-only environment where professionals can build a quality career without the ethical burden of selling financial products to earn commissions. -Be accessible and affordable to both high net-worth individuals as well as people who are not typically considered high net-worth while providing the collaborative professional team experience demanded by ultra-high-net-worth clients.
- 网站
-
https://www.purefinancial.com
Pure Financial Advisors, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- San Diego，CA
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Strategic Financial Planning、Asset Management、Tax & Estate Planning、Income Management、Retirement Planning、Tax Planning、Risk Management、Financial Planning、Investing和Cash Flow
地点
Pure Financial Advisors, LLC员工
动态
-
Are real estate investment trust (REIT) ETFs good for beginner real estate investors? Plus, Joe and Big Al spitball on 3 listeners' retirement plans, today on #YourMoneyYourWealth podcast. Listen to #YMYW, Ask Joe & Big Al On Air: https://lnk.to/ymyw-499
-
-
How do you build your financial future when you’re single? Whether you’re a millennial, a Gen-Xer, or a baby boomer, learn how to map out your retirement journey, create a budget, and manage debt, with specific strategies for every generation. https://lnkd.in/gVipDKSz
-
Since early in 2023, stock market gains have been led by a small subset of companies. These firms are known collectively as “The Magnificent Seven.” But, can the Magnificent 7 Stay Magnificent? Read our blog to find out. #investing https://lnkd.in/gFkNfh8S
Can the Magnificent 7 Stay Magnificent? - Pure Financial Advisors
https://purefinancial.com
-
Learn about tax-smart moves, withdrawal strategies, and asset allocation strategies that can boost your retirement savings by thousands of dollars. Financial planning must-do’s is a must-see to build your personal wealth. https://lnkd.in/e4Z7pqt8
-
-
Tax gain harvesting, tax impacts of brokerage account investing, the mega backdoor Roth, buying vs. renting, long term care, and more retirement spitballing. https://lnkd.in/gTE6SJ6X
Tax Strategies, Backdoor Roth, Buy vs. Rent - Pure Financial Advisors
https://purefinancial.com
-
No matter where you are in life, you can grow your wealth by taking some very deliberate steps. In this guide, you’ll learn how to improve your financial situation by following some basic steps and sticking with your plan over time. https://lnkd.in/dXGpVsuF
Growing Your Wealth Guide - Pure Financial Advisors
https://purefinancial.com
-
We’re thrilled to be named to Forbes' 2024 Top RIA Firms list, ranking 162 out of 250 firms in the U.S. Our mission has always been to help clients reach their financial goals, tailored to their unique and evolving life circumstances. This recognition underscores our commitment to providing exceptional financial advisory services and our dedication to putting clients first. We owe this achievement to the hard work of our incredible Pure team! View the list here: https://lnkd.in/gyRbJuW8
Forbes Top RIA Firms 2024 List - Registered Investment Advisors
social-www.forbes.com
-
We explain the two types of emotional investors. Are you one of them? Find out why letting your emotions rule your investing strategy can be a recipe for disaster. https://lnkd.in/gxfMcVWg
Beyond the Bell: Emotional Investing - Pure Financial Advisors
https://purefinancial.com
-
Boost your monthly income in retirement by investing in residential real estate? Learn the pros, cons, and mistakes to avoid. https://lnkd.in/gfQcWVtG
How to Choose, Buy and Sell Rental Property: Real Estate Investing for Retirement Income Explained - Pure Financial Advisors
https://purefinancial.com