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David E

CFP®, Series 66

Prescott, AZ

Pure Financial Advisors, LLC

David Edmisten is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has prior experience at Charles Schwab and Schwab Bank. In addition to his advisory role, he provides financial education as a consultant for Addition Wealth, an independent firm focused on employee financial wellness. Pure Financial Advisors primarily serves individual and high-net-worth clients, offering financial planning and portfolio management along with services for trusts, estates, and retirement plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and specialized management through sub-advisers.

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