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San Diego, CA Office

Team
Updated today

Client AUM

$11,043,315,852

Clients

7,503

Advisors

60

Of 90 advisors across 13 offices

Location

3131 Camino Del Rio N, Suite 1550

San Diego CA 92108

Advisors at this office

60

Advisors at this office

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Peter S

CFP®, Series 63, Series 65

San Diego, CA

Pure Financial Advisors, LLC

Peter Stokes is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior experience includes 11 years at Fidelity Investments. 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 overseen by an Investment Committee, incorporating 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
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Matthew H

CFP®, Series 63

San Diego, CA

Pure Financial Advisors, LLC

Matthew Horsley is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Pure Financial Advisors, LLC since 2014. He holds the 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 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 techniques, and specialized sub-advisers within an enterprise-scale 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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Jacob G

CFP®, ChFC®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Jacob Greenberg is a CFP®, ChFC®, and Series 66-licensed advisor at Pure Financial Advisors, LLC with 14 years of industry experience. He has been with Pure Financial Advisors since 2015. Outside of his advisory role, he is a co-owner of 1BREATH, an apparel brand, and serves as an advisory board member for the CFP program at California State University of Fullerton, where he contributes guest lectures and program advisement. 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 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
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Benjamin L

CFP®, Series 65

San Diego, CA

Pure Financial Advisors, LLC

Benjamin Littman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors since 2007. 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 strategies and the use of sub-advisers for specialized portfolio management.

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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Joseph A

CFP®, Series 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Joseph Anderson is a Certified Financial Planner (CFP®) with 21 years of experience in the financial advisory industry, currently serving at Pure Financial Advisors, LLC. He has been with Pure Financial Advisors in various roles since 2007. 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 emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including portfolio management, 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
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Peter K

CFP®, Series 63, Series 65

San Diego, CA

Pure Financial Advisors, LLC

Peter Keller is a CFP® with 26 years of industry experience and has been with Pure Financial Advisors, LLC since 2012. He is based in San Diego, CA, and holds Series 63 and Series 65 licenses. Pure Financial Advisors, LLC manages approximately $11.05 billion in assets for several thousand 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
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Allison A

CFP®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Allison Alley is a Certified Financial Planner™ (CFP®) with 20 years of industry experience. She has been with Pure Financial Advisors, LLC since 2015. 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 emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates 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
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Annie C

CFP®

San Diego, CA

Pure Financial Advisors, LLC

Annie Chen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her prior experience includes roles at Falcon Wealth Planning and Westmount Asset Management. Pure Financial Advisors provides financial planning and portfolio management services 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 overseen by an Investment Committee, utilizing tax-aware techniques and specialized strategies 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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Brian S

CFP®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Brian Sauter is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Pure Financial Advisors, LLC since 2009, serving in his current role since 2019. The firm 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. Pure Financial Advisors employs a planning-centered investment approach overseen by an Investment Committee, combining enterprise-scale infrastructure with unique operational features such as private equity ownership and advisor involvement in adult-education teaching.

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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Kendle S

CFP®, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Kendle Smith is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Pure Financial Advisors, LLC since 2020, with prior roles at Householder Group, LPL Financial, Waddell & Reed, Inc., and various insurance carriers. 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 overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware techniques, and specialized strategies.

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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Justin W

CFP®, Series 63, Series 65

San Diego, CA

Pure Financial Advisors, LLC

Justin Wilson is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Pure Financial Advisors, LLC and has previously worked at City of Rocklin, Perigon Wealth Management, LLC, and Allworth Financial, L.P. 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 emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, 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
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Dominic K

Series 66

San Diego, CA

Pure Financial Advisors, LLC

Dominic Knauf is a financial advisor with Pure Financial Advisors, LLC in San Diego, CA, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Pure Financial Advisors in 2021, he worked at Northrock Partners, LLC for four years. He is also the founder and CEO of 2510 Consulting, a strategic planning and business consulting firm. 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 a financial-planning-centered approach based on academic theories and provides comprehensive services including discretionary portfolio management and pension consulting.

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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Anthony V

CFP®, Series 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Anthony Vu is a CFP® with 16 years of experience in the financial services industry. He has worked at Pure Financial Advisors, LLC since 2022 and previously spent six years at Charles Schwab Bank and Charles Schwab & Co., Inc. 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 emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, 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
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Marysol F

CFP®, Series 63, Series 66

San Diego, CA

Pure Financial Advisors, LLC

Marysol Flores Salazar is a CERTIFIED FINANCIAL PLANNER™ professional at Pure Financial Advisors, LLC with 15 years of industry experience. She has previously worked at Ameriprise Financial Services, MissionSquare Investment Services, and other firms. Pure Financial Advisors, LLC is a registered investment adviser serving several thousand individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm follows a financial-planning-centered approach based on academic frameworks and offers a range of services including pension consulting, donor-advised fund management, and held-away retirement plan solutions.

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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Alexandra B

CFP®

San Diego, CA

Pure Financial Advisors, LLC

Alexandra Bellini is a CFP® professional with experience at Pure Financial Advisors, LLC and IG Wealth Management. Her background includes roles in aerospace and defense companies prior to transitioning into financial advising. She 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 retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing tax-aware techniques 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
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