Pure Financial Advisors, LLC Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor operating in the financial services sector. The firm provides retirement planning alongside tax-optimized investment management, aiming to coordinate tax planning, estate planning, and asset management within a single process delivered by credentialed professionals. It is based in San Diego and maintains branch offices across several U.S. cities, including locations in California, Washington, Colorado, Illinois, Utah, Tennessee, and Arizona, and it reports managing more than $11.05 billion in assets as of February 5, 2026. 

The company serves a broad client base, including high-net-worth individuals and others seeking accessible financial guidance, offering professional, team-based service in a fee-only environment without commission-based sales. In 2025, Pure Financial Advisors expanded its Midwest footprint with the acquisition of Fairhaven Wealth Management, expanding its geographic presence. The firm positions itself on a practice grounded in academically supported asset management and prudent planning, aiming to deliver high-quality, conflict-free advice within its fee-only framework.

Find Pure Financial Advisors, LLC employees' phone numbers or email addresses

Pure Financial Advisors, LLC Global Highlights

Location
Employees

North America
233

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  • United States Of America
    233

Africa
1

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  • Nigeria
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Pure Financial Advisors, LLC's Leadership

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    C. B.
    Chief Financial Planning Officer
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    C. B. S. L.
    Chief Solutions Officer
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    C. L.
    Chief Solutions Officer
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    D. S.
    Chief Financial Officer And Chairman
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    L. D.
    Chief Operations Officer
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    D. K.
    Managing Partner
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    P. F.
    Wealth Advisor, Partner
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    A. W.
    Director Of Information Technology
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Pure Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Information Technology
  • Support
  • Entrepreneurship
  • Other
  • Legal

Contact profiles from Pure Financial Advisors, LLC

Name
Title
Contact Info
Location
Last Update
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    C. M.
    Financial Planning Strategist
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    Oct 18, 2024
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    D. G.
    Client Service Specialist
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    United StatesConnecticut
    Jul 18, 2024
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    D. K. C.
    Financial Planner
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    United StatesUtah
    Dec 02, 2025
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    H. B.
    Client Relations, Woodland Hills
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    Oct 16, 2024
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    I. M.
    Graphic Designer
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    Oct 23, 2024
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    J. H.
    Client Relations, Brea
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    Oct 22, 2024
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    J. S.
    Financial Planner
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    United StatesArizona
    Oct 16, 2024
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    J. H.
    Financial Planning Administrative Support
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    Oct 17, 2024
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    M. B.
    Fee-Only Advisor
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    Aug 17, 2024
  • Stylized image of a person
    N. R.
    Client Services Support
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    Oct 21, 2024

Frequently Asked Questions

What is Pure Financial Advisors, LLC known for?

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Pure Financial Advisors, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 3131 Camino Del Rio North Suite 1550 San Diego, California United States; you can contact the main corporate office by phone at . Explore Pure Financial Advisors, LLC's company overview page for more information.

What is Pure Financial Advisors, LLC's most common email format?

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Pure Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pure Financial Advisors, LLC email formats with LeadIQ.

How many employees does Pure Financial Advisors, LLC have currently?

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Pure Financial Advisors, LLC has approximately 198 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Pure Financial Advisors, LLC's key employees and leadership?

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As of June 2026, Pure Financial Advisors, LLC's key employees include:

  • Chief Financial Planning Officer: C. B.
  • Chief Solutions Officer: C. B. S. L.
  • Chief Solutions Officer: C. L.
  • Chief Financial Officer And Chairman: D. S.
  • Chief Operations Officer: L. D.

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