Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc. (CRD# 144316) is a financial advisory firm headquartered in San Diego, CA. They manage $2,266,649,850 in 9,418 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,267
    MILLION
  • Total Number of Accounts
    9,418
    ACCOUNTS
  • Average Account Value
    $240,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, ID, IL, LA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, WA

Financial Advisors at Pure Financial Advisors, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Richard A. Alexander
CRD#: 5701264
3040 Saturn Street, Suite 100, Brea, CA 92821

Richard Alexander (CRD# 5701264) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in Brea, CA and has over 11 years of experience in the finance industry. Richard Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Allison J. Alley
CRD#: 4691291
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

Allison Alley (CRD# 4691291) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 17 years of experience in the finance industry. Allison Alley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph D. Anderson
CRD#: 3232667
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

Joseph Anderson (CRD# 3232667) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 21 years of experience in the finance industry. Joseph Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew C. Balderston
CRD#: 4555960
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

Matthew Balderston (CRD# 4555960) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 14 years of experience in the finance industry. Matthew Balderston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Karen L. Baszak
CRD#: 4215012
3131 Camino Del Rio N, #1550, San Diego, CA 92108

Karen Baszak (CRD# 4215012) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 20 years of experience in the finance industry. Karen Baszak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael N. Bernier
CRD#: 4804721
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

Michael Bernier (CRD# 4804721) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in La Jolla, CA and has over 15 years of experience in the finance industry. Michael Bernier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Robert G. Canavan
CRD#: 2932458
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

Robert Canavan (CRD# 2932458) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 23 years of experience in the finance industry. Robert Canavan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Amy L. Cattelino
CRD#: 6117295
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

Amy Cattelino (CRD# 6117295) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 7 years of experience in the finance industry. Amy Cattelino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Annie J. Chen
CRD#: 6546210
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

Annie Chen (CRD# 6546210) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has 1 year of experience in the finance industry. Annie Chen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Alan R. Clopine
CRD#: 5730680
3131 Camino Del Rio N #1550, Centerside Ii, San Diego, CA 92108

Alan Clopine (CRD# 5730680) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.

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