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 CFP® professional with 16 years of industry experience. She is currently with Pure Financial Advisors, LLC and has previous experience at firms including MissionSquare Investment Services, Ameriprise Financial Services, and Citigroup Global Markets. Pure Financial Advisors, LLC is a 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, utilizing a financial-planning-centered approach grounded in academic frameworks and continuous planning processes.

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 21 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, Triad Advisors, Inc., Ford Wealth Management LLC, LPL Financial, and Merrill. Warren is also involved 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 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management utilizing academic investment frameworks and emphasizes continuous planning through its Foundation Financial Plan process.

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 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Branden Randall is a CFP® professional at Pure Financial Advisors, LLC with four years of industry experience. His prior roles include positions at Perigon Wealth Management, Shah & Associates - Ameriprise Platinum Financial Services, and Fidelity Investments. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Pure Financial Advisors, LLC is a large registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location, with portfolios that may include ETFs, mutual funds, stocks, bonds, alternatives, and options 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

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

Lehi, UT

Pure Financial Advisors, LLC

Nicholas Rose is a CFP® professional with 15 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent over a decade at Fidelity Investments in various advisory roles. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and provides services including comprehensive planning, discretionary portfolio management, and consulting for 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

Robert L

CFP®, CFA®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Robert Lucente is a CFP® and CFA® with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at firms including Fisher Investments and Wells Fargo Investments. Pure Financial Advisors, LLC is a registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks, offering discretionary portfolio management alongside services such as 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

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 a Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Fairhaven Wealth Management. Pure Financial Advisors, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm applies academic investment frameworks and offers 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

John B

Series 63, Series 66

Lombard, IL

Pure Financial Advisors, LLC

John Burkhardt is a financial advisor with Pure Financial Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors is a large 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, emphasizing a financial-planning-centered approach grounded in academic frameworks such as modern portfolio theory and tax-aware asset location.

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® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Triad Advisors, UBS Financial Services, and Merrill. Outside of advising, he is president of HighTide Media LLC, a financial education company that produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive planning and discretionary portfolio management services.

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

Garrett B

CFP®

Irvine, CA

Pure Financial Advisors, LLC

Garrett Bradbury is a CFP® professional at Pure Financial Advisors, LLC with three years of industry experience. He has been with Pure Financial Advisors since 2022, having held multiple roles within the firm. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11.05 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location.

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

Brian P

CFP®, CFA®, Series 63

San Diego, CA

Pure Financial Advisors, LLC

Brian Perry is a CFP® and CFA® with 20 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2017, following five years at Charles Schwab. Perry is the author of several financial education books, including "Retirement Revamp," "Ignore the Hype," and "Piggy Bank to Portfolio," as well as a fiction book titled "The Holiday Party." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, along with services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered, committee-overseen investment approach that incorporates modern portfolio theory, tax-aware techniques, and specialized strategies, supported by enterprise-scale infrastructure and advisor involvement in adult education.

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

Charles B

CFP®, Series 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Charles Bollard is a Financial Consultant at Fidelity Investments, where he collaborates with high-net-worth families and individuals to work towards their financial goals. He has been with Fidelity Investments since 2021, holding various roles including Investment Consultant, Financial Representative, and High Net Worth Associate. Prior to joining Fidelity Investments, Charles worked in financial services and risk management at Capstone Partners from 2020 to 2021, and as a Fixed Income Analyst at Goldman Sachs from 2018 to 2020. He holds a California Insurance License.

Wealth management 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)