Lehi, UT Office

David Kleinman is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at The Professional Financial Company, Central Bank, and TruRinse. Outside of finance, he owns and operates Moment Rings, a business that creates and sells custom rings online. 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 incorporates modern portfolio theory, tax-aware strategies, and specialized management through 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.