With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals. Find out how our advisors can help you create a holistic financial plan that will help set you up for success now and in the future. We offer fee-only financial planning to put you on track for the journey that lies ahead.
Our process is personalized to meet your unique financial goals. One of our highly-regarded certified professionals will take you through our customized process, answering all of your questions along the way. It's not just about your money, it's about your life. Pure Financial private wealth management professionals understand how complex your life and financial situation can be, and we're here to help.
Our process is personalized to meet your unique financial goals. One of our highly-regarded certified professionals will take you through our customized process, answering all of your questions along the way. It's not just about your money, it's about your life. Pure Financial private wealth management professionals understand how complex your life and financial situation can be, and we're here to help.
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A business model that would minimize conflicts, one that would create a positive change for the financial industry. After selling his current firm at the time, Michael Fenison figured it was time to retire. He had built one of the largest branch office systems in the ING broker-dealer network, but had grown frustrated with many issues in the financial industry.
Pure Financial is helping thousands of people across Southern California plan for their financial future. We invite you to come stop by to see how we can help you. Join us for a one-hour lunch n' learn as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets.
Many investors today are re-evaluating their current financial plan, and many others are deciding that with a bull market that has lasted almost a decade and with significant tax law changes, going through it alone isn't the most prudent path going forward. If there was ever a time to take advantage of a no cost, no obligation, unbiased Financial Assessment.
Explore our course offering and see how you can benefit by learning from a CFP board certified instructor. Keeping you informed and up-to-date on the latest financial planning and investment news, headlines and strategies. Most of you know putting money in an IRA is a great tool for saving for your retirement.
Reviews (15)
Juliet G.
Nov 23, 2021
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A+! These guys are through, detail-oriented, knowledgeable, and client-focused. I have been able to meet regularly with my Certified Financial Planner Kendle Smith via Zoom, and the technological side of things has always worked smoothly and conveniently. Everything promised has been followed up on and delivered quickly and I really feel like this firm has their act together and they anticipate clients questions and needs. I highly recommend them even just for an initial consultation (free) or "check up" of your financial big picture.
Randall B.
Jun 29, 2021
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I was encouraged to check into Pure Financial several years ahead of my retirement date. From the beginning of our association through a introductory analysis, I was very confident in what the company could provide for my family in terms of long term financial security. Not only was Pure and its advisors able to consolidate savings and investments to clarify the overall roadmap necessary to be successful in retirement, but they were also able to recommend outside assistance in terms of tax advice and legal documentation for the family trust. All of this was at my request and I have never felt any
Jeff M.
Apr 27, 2021
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If you are looking for a financial advisor with phenomenal customer service who will guide you on your financial journey, Pure Financial is a great option.
We started with a very detailed and helpful comprehensive free assessment with Joe Schweiger and Robert McCullock. I was shocked at how much detail they went into with us and the amount of free advice they gave during our assessment. After our free assessment, we hired them to do an initial investment plan and were so impressed with their work that we hired them to help us with a continuous investing plan.
I have called them with questions
We started with a very detailed and helpful comprehensive free assessment with Joe Schweiger and Robert McCullock. I was shocked at how much detail they went into with us and the amount of free advice they gave during our assessment. After our free assessment, we hired them to do an initial investment plan and were so impressed with their work that we hired them to help us with a continuous investing plan.
I have called them with questions
Debbie R.
Feb 29, 2020
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I was referred to Pure Financial by Smart Asset. Ultimately I decided to go with a different advisor. I told Pure of my decision. Nonetheless, Pure Financial has called me once or twice a day for over a month. I block the numbers they are calling from but the daily calls keep coming. Also be sure to check they're record with the SEC. It is less than stellar which is why I decided to work with a different advisor. I am also less than satisfied with Smart Asset for referring me there.
Golden Yi
Jun 23, 2019
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I had a very good experience with this firm. Pure Financial firm is very thorough in evaluating your financial status. I strongly recommend Richard Alexander. He is a compassionate, knowledgeable, and honest advisor. He helped me to understand my financial situation. I am looking forward to work with this firm in the future.
Michael M.
Sep 04, 2018
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I have been with Pure Financial for several years now. It began with a retirement class they taught at SDSU. It was incredibly useful and they never stated who they worked with or attempted to sell their services. I was so impressed with what I learned that I sought them out. I have never regretted that choice. Since working with them, I have had to navigate several major life changes, and they were beside me the whole way, providing needed guidance and ideas that proved to be very useful and keeping my finances in order. I am a huge advocate of "fee-only agencies", knowing that they
Bonitadi S.
Apr 29, 2018
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Enjoy working with them , prior to signing on we spoke and meet with 2 other firms.
We do not have a tremendous estate but have saved for retirement and needed another set of eyes to review than our own judgement.
It has been a good relationship.
The advice planning and adjustments in our accounts have worked seamlessly and to our advantage.
We do not feel pressured and like to know what the fees are upfront. We feel we are getting a service and it has been profitable.
We would recommend them.
We have not done the classes and have seen the morning show and didn't know they existed until after
We do not have a tremendous estate but have saved for retirement and needed another set of eyes to review than our own judgement.
It has been a good relationship.
The advice planning and adjustments in our accounts have worked seamlessly and to our advantage.
We do not feel pressured and like to know what the fees are upfront. We feel we are getting a service and it has been profitable.
We would recommend them.
We have not done the classes and have seen the morning show and didn't know they existed until after
J. A.
Jul 27, 2017
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My experience with Pure Financial started out with a retirement seminar at Mira Costa Community College several years ago. I learned a lot and followed through with the free detailed assessment of my financial situation that was offered to seminar participants. I never felt any "high pressure sales tactics" and my advisor Karen even suggested Vanguard for my investments if I didn't go with Pure. I have quarterly meetings with her and I love the way she explains everything to me. She checks all my financial boxes and makes sure that I am up to date on everything. My financial picture
Reese H.
Jul 12, 2017
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I participated in Joe and Robert's two session retirement planning class at Mira Costa College, and overall it was far above my expectations. Joe covered a wide breadth of information from retirement tax pitfalls and strategy to investment basics, Social Security to the many retirement plans, and gave many helpful antidotes and tips. The workbook was useful, and the program professional. I highly recommend the class to get yourself retirement savvy and on the right track.
Dan D.
May 16, 2017
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Deborah R.
Feb 23, 2016
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I love working with Pure Financial. The advisors are friendly, knowledgeable, and incredibly helpful. As a person in my 30s, I'm not their typical client. But after having inherited some money from family, I thought it wise to invest toward my future. The advice and assistance Pure Financial has provided me has been invaluable. Because of their assistance I have been able to buy a house, pursue my dream career, and still have a retirement fund growing for when I'm ready. I recommend Pure Financial to anyone needing help with financial planning.
Derek T.
Aug 11, 2015
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My wife and I went looking for a fee only financial planner after several years using a commission based financial adviser. Between the advise we has received from our previous adviser and some random investments we had made over the years, our financial plan was a bit of a mess.
We were extremely pleased with every aspect of our experience at Pure Financial. The women at the front desk were friendly and made us feel welcomed. The introductory meeting was incredibly thorough and informative. When we went back for our second meeting, we were given a detailed report of where we stood(both good
We were extremely pleased with every aspect of our experience at Pure Financial. The women at the front desk were friendly and made us feel welcomed. The introductory meeting was incredibly thorough and informative. When we went back for our second meeting, we were given a detailed report of where we stood(both good
Christie R.
Mar 27, 2015
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Very disappointed in the high pressure sales tactics. I had explained the need for additional time. Guess that didn't set well. Too, bad, I had thought of using them.
Felt like I got a phone call from a Solar vendor than a professional financial fiduciary.
UPDATE
I was contacted by the CEO who asked what happened. I thought this was thoughtful. He wasn't pressuring, just thoughtful questions of what could have happened to have a better experience. So, I am changing the 1 start to a 4 star. The reason being is the information was what they were offering and it was very good information
Felt like I got a phone call from a Solar vendor than a professional financial fiduciary.
UPDATE
I was contacted by the CEO who asked what happened. I thought this was thoughtful. He wasn't pressuring, just thoughtful questions of what could have happened to have a better experience. So, I am changing the 1 start to a 4 star. The reason being is the information was what they were offering and it was very good information
Pamela M.
Oct 22, 2014
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My husband and I were very late to the retirement planning game. So one day when I got a flyer in the mail about registering for a two day course on the subject, we jumped on it. It turned out to be the best move we have ever made in terms of our financial future.
Fast forward three months, and my husband and I are finally feeling secure about our retirement plans. And that is all due to the efforts of Joe Anderson and his team at Pure Financial. Joe is 100% commited to what he does and his classes proved that to be beyond true. We quickly took advantage of the free consultation after his course
Fast forward three months, and my husband and I are finally feeling secure about our retirement plans. And that is all due to the efforts of Joe Anderson and his team at Pure Financial. Joe is 100% commited to what he does and his classes proved that to be beyond true. We quickly took advantage of the free consultation after his course
Gary C.
May 09, 2014
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The Pure philosophy is solid and they integrate tax planning as part of the overall financial planning and they have made overall recommendations that have saved me thousands based on my income and tax liability. You can read from the several other reviews here about their philosophy of being a fiduciary and they don't work on commissions.....a huge difference from most of the rest of the industry; their financial planners are paid a salary instead of commissions. You pay them initially for a detailed financial plan which runs $2,500 and if you decide to have them manage your money, they
