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Financial Advisor
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- Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.
- If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
- This is done in various way, including our educational classes and client events, as well as, Your Money, Your Wealth® television, radio, and podcast shows.
- Financial Planning – Our extensive Financial Planning department is comprised of dedicated experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.)
- Investment Management – Pure’s trading department works with Advisors on managing the client’s portfolio in a tax optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
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