Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters