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
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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
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There are costly investment mistakes you can make that can impact your quality of life in retirement or even delay your ability to retire as soon as you would like. Click the link to learn how to steer you clear of those mistakes at every stage of life. https://lnkd.in/ewvWeDvs
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When converting her 403(b) to Roth, 26-year-old Sadie's CPA made her feel like an idiot and said every dollar she puts in a Roth IRA will be taxed again. Is the CPA right? Watch the video with Your Money, Your Wealth producer Andi Last and special guest advisor Tony Vu, CFP?, AIF? from Pure Financial Advisors' Brea, CA office. Comments are now open on YouTube so you can weigh in with your thoughts. https://lnkd.in/ex2tstuQ
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Americans are living longer and enjoying active lifestyles, and may need to rely on their retirement strategies for longer. Download our white paper to learn how to develop a retirement income strategy. #RetirementIncome https://lnkd.in/g4Ce933Y
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Knowing the differences between mutual funds, index funds, and exchange-traded funds (ETFs) can help you make informed investing decisions, aligned with your financial objectives and risk tolerance. https://lnkd.in/gfYhGnVZ
Investments Products - Pure Financial Advisors
https://purefinancial.com
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Avoid making these mistakes when managing inherited, assets or when making Roth contributions for others. That’s today on #YourMoneyYourWealth podcast. Watch or listen and request your own Retirement Spitball Analysis: https://lnk.to/ymyw-504
Rules: Inheritances, Roth Contributions for Others
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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
How to Retire Solo & Smart: Retirement Planning for Single Millennials, Gen-X, and Baby Boomers - Pure Financial Advisors
https://purefinancial.com
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Need help with your finances but not sure how to choose a financial advisor? We’ve got you covered. Choosing the right advisor can be a big decision, but by reading our blog, you'll have the information needed to make an informed one. #financialadvisor https://lnkd.in/gjBe_feT
How to Choose a Financial Advisor - Pure Financial Advisors
https://purefinancial.com
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Surveys show some people tend to underestimate how much money they will need in their golden years to maintain their lifestyle. Learn how to bridge the gap between what you have saved and what you will need to truly enjoy your retirement. #retirement https://lnkd.in/exxCSswv
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How do you convert IRA to Roth when you don’t have the money to pay the tax? Strategies to reduce your taxable required minimum distributions in retirement on this #YourMoneyYourWealth podcast. Listen to #YMYW and ask for your Retirement Spitball Analysis: https://lnkd.in/eyAVxx_V
Roth Conversions vs. Required Minimum Distributions - Pure Financial Advisors
https://purefinancial.com