Create Value Through Efficient Infrastructure
Get the support you need to focus directly on your advisor-client relationships.
Builds various campaigns to generate leads and create additional value-adds for clients.Works alongside business development for lead nurturing.
Manages referral relationships and nurtures leads down the pipeline. Sets all first appointments for advisors.
Facilitates and monitors the processing of new accounts and transfers.
Supports advisors throughout entire planning process. Analyzes client information and creates extensive reports for advisor meetings.
Designs and manages all tax-efficient portfolios providing daily performance reporting for the client.
Ensures all activities of the business are carried out within the regulatory framework and stays up-to-date on increased regulations within the industry.
DATA APPLICATIONS & TECH SUPPORT
Integrates various financial planning, CRM and marketing software for improved work efficiency. Gathers and analyzes data to provide robust reports. Provides IT support and ongoing improvements as technology continues to advance.
Provides education, support and ongoing training. Covers branch expenses and ensures the team is equipped with up-to-date technology to maintain work efficiency.
MILESTONESPure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management.
Pure Financial Advisors opens doors for business.
Moving up the coast, Pure Financial opens second location in Orange County, CA.
Pure Financial is helping 1,000 clients plan for their financial future.
Pure celebrates $1 billion in assets under management.
Third location opens in Los Angeles, CA.
Pure celebrates $1.6 billion in assets under management.
Top 150 RIAs3 Years
Top 300 RIAs
Largest RIAs in the Nation & CA
Fastest-growing Private Companies
Top 200 RIAs in the Nation3 Years
Fastest-Growing Private Companies in San Diego
6 Years+ Best Places to Work San Diego 2016
Pick Your Neighborhood
Choose where you want to be in the nation. Pure Financial currently has locations in San Diego, Orange County and Los Angeles.