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, WA, Denver, CO, Chicago, IL, Salt Lake City, UT, and Phoenix, AZ 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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What is your retirement income style? Dr. Wade Pfau shares his insights. Plus, “Joe's Top 5 Things”: how to mitigate the impact of market volatility on your savings. Watch or listen and download the Recession Protection Guide: https://lnk.to/ymyw-522
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Passive income is a great supplemental income for individuals to enhance their lifestyle both while working and in retirement. Learn about the difference between passive and active income, the tax benefits, and how it may fit in your retirement plan. https://lnkd.in/gr_CjnKr
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Are you ready to make one of the biggest financial decisions you’ll ever make? Learn about the history of Social Security, important changes, spousal benefits, survivor benefits, taxation, and how to make the most of your Social Security payments. https://lnkd.in/e4DN3s64
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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
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Money mistakes in a Bull Market versus a Bear Market can make the difference in the lifestyle you have in retirement. They each require their own strategies to make the most of your money. Click the link to learn more. https://lnkd.in/eUVKvnkg
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Learn to calculate how much you’ll need in retirement, which accounts to save into, and a common mistake to avoid when paying tax on Roth conversions in this ep of the #YourMoneyYourWealth podcast. Listen to #YMYW, Ask Joe & Big Al On Air: https://bit.ly/ymyw-490
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When you buy a home, it could be the biggest investment you ever make. Download our guide to learn how to integrate your real estate investments into your retirement or are interested in real estate investing. #RealEstate #RealEstateInvesting #Investments https://lnkd.in/g5SWkSz6
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There are two main classifications to understand when investing in the US and foreign countries: Developed Markets & Emerging Markets. Click the link to learn how they differ, and what investing risks are involved? https://lnkd.in/gCNs6uUK
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Will Social Security still be there for you? Thought leaders from The American College of Financial Services Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP? Jeffrey Levine Eric Ludwig, PhD, CFP? and Steve Parrish, JD, RICP?, CLU?, ChFC?, AEP? share their insights on the #YourMoneyYourWealth podcast, and George Nichols III, CAP? intros The College and Horizons Conference. Watch or listen: https://lnk.to/ymyw-521