Pure Financial Advisors, LLC logo

Pure Financial Advisors, LLC Employee Directory

Financial ServicesCalifornia, United States201-500 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
229

Minus sign iconPlus sign icon
  • United States Of America
    229

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Pure Financial Advisors, LLC's Leadership

  • Chief Financial Planning Officer at Pure Financial Advisors, LLC
    C. B.
    Chief Financial Planning Officer
  • Chief Solutions Officer at Pure Financial Advisors, LLC
    C. B. S. L.
    Chief Solutions Officer
  • Chief Solutions Officer at Pure Financial Advisors, LLC
    C. L.
    Chief Solutions Officer
  • Chief Financial Officer And Chairman at Pure Financial Advisors, LLC
    D. S.
    Chief Financial Officer And Chairman
  • Chief Operations Officer at Pure Financial Advisors, LLC
    L. D.
    Chief Operations Officer
  • Wealth Advisor, Partner at Pure Financial Advisors, LLC
    P. F.
    Wealth Advisor, Partner
  • Director Of Information Technology at Pure Financial Advisors, LLC
    J. R.
    Director Of Information Technology
  • Financial Planning Manager at Pure Financial Advisors, LLC
    K. B.
    Financial Planning Manager

Pure Financial Advisors, LLC Employee Metrics

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

Contact profiles from Pure Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Chief Financial Planning Officer at Pure Financial Advisors, LLC
    C. B.
    Chief Financial Planning Officer
    Oct 17, 2024
  • Chief Solutions Officer at Pure Financial Advisors, LLC
    C. B. S. L.
    Chief Solutions Officer
    Oct 22, 2024
  • Chief Solutions Officer at Pure Financial Advisors, LLC
    C. L.
    Chief Solutions Officer
    Oct 17, 2024
  • Chief Financial Officer And Chairman at Pure Financial Advisors, LLC
    D. S.
    Chief Financial Officer And Chairman
    Oct 22, 2024
  • Chief Operations Officer at Pure Financial Advisors, LLC
    L. D.
    Chief Operations Officer
    Oct 16, 2024
  • Wealth Advisor, Partner at Pure Financial Advisors, LLC
    P. F.
    Wealth Advisor, Partner
    Nov 05, 2024
  • Director Of Information Technology at Pure Financial Advisors, LLC
    J. R.
    Director Of Information Technology
    Dec 16, 2024
  • Financial Planning Manager at Pure Financial Advisors, LLC
    K. B.
    Financial Planning Manager
    May 30, 2025
  • Senior Client Services Specialist at Pure Financial Advisors, LLC
    S. G.
    Senior Client Services Specialist
    Jun 30, 2026
  • Senior Financial Planner at Pure Financial Advisors, LLC
    A. T.
    Senior Financial Planner
    Oct 23, 2024

Frequently Asked Questions

What is Pure Financial Advisors, LLC known for?

Minus sign iconPlus sign icon
Pure Financial Advisors, LLC was founded in 2007 and operates in the Financial Services industry. You can contact Pure Financial Advisors, LLC's 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?

Minus sign iconPlus sign icon
Pure Financial Advisors, LLC employees' email format typically follows the pattern of First.Last@purefinancial.com. 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?

Minus sign iconPlus sign icon
Pure Financial Advisors, LLC has approximately 211 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Europe.

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

Minus sign iconPlus sign icon

As of August 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.