San Diego, CA Office

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.

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.

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.

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.

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.

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.

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.

Annie Chen is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. Her career includes roles at Falcon Wealth Planning and Westmount Asset Management prior to joining Pure Financial Advisors. Pure Financial Advisors, LLC is a large registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm focuses on comprehensive financial planning and discretionary portfolio management, employing academic frameworks and continuous planning through its Foundation Financial Plan process.

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.

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.

Justin Wilson is a CFP® with 20 years of industry experience currently serving at Pure Financial Advisors, LLC. He has previously worked at firms including Perigon Wealth Management, Allworth Financial, and Duncan Financial. Wilson also holds a role with the City of Rocklin. Pure Financial Advisors, LLC is a 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 frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

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.

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.

Marysol Flores Salazar is a CFP® professional with 16 years of industry experience. She is currently with Pure Financial Advisors, LLC and has previous experience at firms including MissionSquare Investment Services, Ameriprise Financial Services, and Citigroup Global Markets. Pure Financial Advisors, LLC is a 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 and continuous planning processes.

Branden Randall is a CFP® professional at Pure Financial Advisors, LLC with four years of industry experience. His prior roles include positions at Perigon Wealth Management, Shah & Associates - Ameriprise Platinum Financial Services, and Fidelity Investments. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Pure Financial Advisors, LLC is a large registered investment adviser managing over $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location, with portfolios that may include ETFs, mutual funds, stocks, bonds, alternatives, and options strategies.