Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Marysol F

CFP®, Series 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Marysol Flores Salazar is a CERTIFIED FINANCIAL PLANNER™ professional at Pure Financial Advisors, LLC with 15 years of industry experience. She has previously worked at Ameriprise Financial Services, MissionSquare Investment Services, and other firms. Pure Financial Advisors, LLC is a registered investment adviser serving several thousand individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm follows a financial-planning-centered approach based on academic frameworks and offers a range of services including pension consulting, donor-advised fund management, and held-away retirement plan solutions.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Alexandra B

CFP®

San Diego, CA

Pure Financial Advisors, LLC

Alexandra Bellini is a CFP® professional with experience at Pure Financial Advisors, LLC and IG Wealth Management. Her background includes roles in aerospace and defense companies prior to transitioning into financial advising. She is based in San Diego, CA. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing tax-aware techniques and a multi-advisor platform.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Daron E

CFP®, Series 63, Series 66

Redmond, WA

Pure Financial Advisors, LLC

Daron Estrada is a CFP® professional at Pure Financial Advisors, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2026. He holds Series 63 and Series 66 licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management using academic investment frameworks and provides services including pension consulting, variable annuity management, and donor-advised fund solutions.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Trent W

CFP®, Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Trent Warren is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Fairhaven Wealth Management and Triad Advisors, Inc. Warren maintains involvement in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using modern portfolio theory and tax-aware asset location, with portfolios managed primarily on a discretionary basis across various asset classes.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Branden R

CFP®, Series 66, Series 63

San Diego, CA

Pure Financial Advisors, LLC

Branden Randall is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior roles include positions at Perigon Wealth Management and Fidelity Investments. Randall is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach with discretionary portfolio management and offers a range of related services including pension consulting and donor-advised fund solutions.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Taylor R

CFP®, Series 65

San Diego, CA

Pure Financial Advisors, LLC

Taylor Rios is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Symphony Financial Planning for 14 years before joining Pure Financial Advisors, LLC, where he has been since 2024. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Johnson A

CFP®, Series 63, Series 65

San Diego, CA

Pure Financial Advisors, LLC

Johnson Andrews is a CFP® professional with 24 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. Prior to that, he held positions at Cetera and TIAA-CREF. Pure Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm combines a planning-centered investment approach overseen by an Investment Committee with tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and a multi-advisor platform.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Nicholas R

CFP®, Series 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Nicholas Rose is a Certified Financial Planner® with 15 years of industry experience. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent over a decade at Fidelity Investments and Fidelity Personal and Workplace Advisors. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a planning-centered approach based on modern portfolio theory and tax-aware asset allocation.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Robert L

CFP®, CFA®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Robert Lucente is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC, having joined in 2024. His prior experience includes a 14-year tenure at Fisher Investments and roles at Colorado Financial Management, Withum Wealth Management, and Lido Advisors. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and utilizes tax-aware strategies, sub-advisers, and a multi-advisor platform supported by enterprise-scale infrastructure.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Joseph S

CFP®, Series 65

San Diego, CA

Pure Financial Advisors, LLC

Joseph Schweiger is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2018, and previously spent six years at LifePro Asset Management. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes comprehensive financial planning and discretionary portfolio management, utilizing academic investment frameworks and offering specialized services such as pension consulting and donor-advised fund management.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Gary H

CFP®, Series 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Gary Huband Jr. is a CFP® with 16 years of experience in the financial industry, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of the West. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes a financial-planning-centered approach and utilizes advanced platforms and strategies, including management of held-away retirement plans and donor-advised funds.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

David C

CFP®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

David Cook is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Pure Financial Advisors in San Diego, CA since 2014. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Gerald K

Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Fairhaven Wealth Management, LLC since 2015. King is based in Wheaton, Illinois. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach is overseen by an Investment Committee and incorporates tax-aware techniques, diversified portfolios, and the use of sub-advisers for specialized strategies.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

John B

Series 63, Series 66

Lombard, IL

Pure Financial Advisors, LLC

John Burkhardt is a financial advisor at Pure Financial Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Alan C

Series 65

San Diego, CA

Pure Financial Advisors, LLC

Alan Clopine is a financial advisor with Pure Financial Advisors, LLC and holds a Series 65 designation. He has 15 years of industry experience, including 14 years with Pure Financial Advisors, Inc. prior to joining the current firm. Outside of his advisory role, he is the managing member of Sandy Lots, LLC, a business involved in ownership and management oversight of rental units in Phoenix, Arizona. Pure Financial Advisors provides financial planning and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, diversified portfolios, and use of sub-advisers for specialized investment sleeves.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Valerie K

CFA®, Series 65

Mercer Island, WA

Pure Financial Advisors, LLC

Valerie Kampe is a CFA® charterholder with 18 years of industry experience. She has worked at Pure Financial Advisors, LLC since 2021 and previously spent 14 years at Kaufman Kampe Advisors LLC. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware strategies, and the use of specialized sub-advisers within an enterprise-scale infrastructure.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Marcus G

CFP®

San Diego, CA

Pure Financial Advisors, LLC

Marcus Gonzalez is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He has also worked outside the financial sector in education and hospitality. Pure Financial Advisors, LLC serves several thousand individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a financial-planning-centered approach based on academic frameworks and offers services such as pension consulting, variable annuity management, and donor-advised fund solutions.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Richard A

CFP®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Richard Alexander is a CFP® and holds a Series 66 license with 15 years of experience in financial advising. He has worked at Pure Financial Advisors, LLC since 2018 and previously at Ameriprise Financial Services, Inc. from 2014 to 2017. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of specialized sub-advisers.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Nathan N

CFA®, Series 63

San Diego, CA

Pure Financial Advisors, LLC

Nathan Nicholas is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Pure Financial Advisors, LLC since 2015 and also serves as president of Door Systems International, a company specializing in sales of electrified hardware. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates tax-aware strategies, diversification, and oversight by an Investment Committee.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Marc H

CFP®, Series 65, Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Marc Horner is a CFP® with 25 years of industry experience currently working at Pure Financial Advisors, LLC. He has previously worked at Fairhaven Wealth Management, LLC and Triad Advisors, Inc. Outside of advising, he is president of HighTide Media LLC, which focuses on financial education and produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory and tax-aware strategies.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")