Mercer Island, WA Office

Team
Updated today

Client AUM

$11,043,315,852

Clients

7,503

Advisors

3

Of 90 advisors across 13 offices

Location

7525 SE 24th St, Suite 670

Mercer Island WA 98040

Advisors at this office

3

Advisors at this office

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Vijay K

CFP®, CFA®, Series 65

Mercer Island, WA

Pure Financial Advisors, LLC

Vijay Kailash is a CFP®, CFA®, and Series 65-licensed financial advisor at Pure Financial Advisors, LLC with experience spanning several roles since 2017, including positions at PNC Financial Services and his own investment groups. He has been with Pure Financial Advisors since 2024. Prior to his advisory career, he worked at North Carolina State University. 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 modern portfolio theory and incorporates tax-aware strategies, option strategies, and specialized sub-advisers within 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
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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.

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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Bradley A

CFP®, Series 63

Mercer Island, WA

Pure Financial Advisors, LLC

Bradley Anderson is a CFP®-certified financial advisor at Pure Financial Advisors, LLC with 14 years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Mainsail Financial, Mercer Global Advisors, and Symetra Life Insurance Company. 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 offers comprehensive financial planning and discretionary portfolio management, utilizing 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
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