Kyle Farmer is a CFP® professional with four years of experience at Pure Financial Advisors, LLC and prior experience at Sunrun and the SDSU Financial Markets Lab. Based in San Diego, CA, he also owns and operates Tuna Twins Fishing, a commercial fishing business. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered, utilizing modern portfolio theory, tax-aware techniques, and a multi-advisor platform supported by enterprise-scale infrastructure.

Joseph Bailey is a CFP® professional with two years of industry experience, currently with Pure Financial Advisors, LLC in San Diego, CA. Prior to his current role, he held a position at Bloomberg BNA for six years. He is also affiliated with the Association of International Certified Public Accounts. 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 financial-planning-centered approach based on academic frameworks such as modern portfolio theory and tax-aware asset location.

Jeffrey Brecht is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC since 2021. His prior roles include positions at Principal Securities, Inc., Principal Life Insurance Company, MullinTBG, and M Holdings Securities, Inc. He holds Series 63 and Series 66 licenses and is based in San Diego, CA. 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 financial-planning-centered approach grounded in modern portfolio theory and tax-aware asset location.

Karen Baszak is a Certified Financial Planner® with 23 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2014. She holds the Series 63 and Series 65 licenses and 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 trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and the use of sub-advisers for specialized investment sleeves.

Daniel Goldstein is a CFP® professional affiliated with Pure Financial Advisors, LLC, with six years of industry experience. His prior roles include positions at Capasso Planning Partners LLC, Hightower Advisers, LLC, Delphi Private Advisors, and CIBC Bank USA. 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, incorporating tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and advisor involvement in adult-education teaching.

Christopher Jackson is a CFP® professional with 13 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Strategic Wealth Partners, Ltd, My Wealth Architect, SurePath Wealth Management, Lionshare Partners LLC, and Mercer Global Advisors. 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 financial-planning-centered strategies incorporating modern portfolio theory and tax-aware asset location with discretionary portfolio management and offers a range of related consulting and advisory services.

Phillip Chinothai is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC in San Diego, CA. His career has been fully with Pure Financial Advisors since 2016. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach grounded in academic frameworks and emphasizes ongoing planning through its Foundation Financial Plan process.

John Dugan is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He has been with Pure Financial Advisors, LLC 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, incorporating modern portfolio theory, tax-aware strategies, and use of sub-advisers for specialized portfolio sleeves.

Matthew Balderston is a CFP® professional with 18 years of industry experience, currently serving at Pure Financial Advisors, LLC since 2014. He holds a Series 63 designation and 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 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.

Brennon Bowen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior roles include positions at The Professional Financial Company, Arista Wealth Management, and Andina Capital Management LLC. Outside of his advisory work, Bowen is the head coach of the 12U Orem Tigers softball team and an adjunct professor at Utah Valley University. 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, incorporating tax-aware techniques and specialized portfolio management.