With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals. Find out how our advisors can help you create a holistic financial plan that will help set you up for success now and in the future. We offer fee-only financial planning to put you on track for the journey that lies ahead.
Our process is personalized to meet your unique financial goals. One of our highly-regarded certified professionals will take you through our customized process, answering all of your questions along the way. It's not just about your money, it's about your life. Pure Financial private wealth management professionals understand how complex your life and financial situation can be, and we're here to help.
Our process is personalized to meet your unique financial goals. One of our highly-regarded certified professionals will take you through our customized process, answering all of your questions along the way. It's not just about your money, it's about your life. Pure Financial private wealth management professionals understand how complex your life and financial situation can be, and we're here to help.
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Our Story
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A business model that would minimize conflicts, one that would create a positive change for the financial industry. After selling his current firm at the time, Michael Fenison figured it was time to retire. He had built one of the largest branch office systems in the ING broker-dealer network, but had grown frustrated with many issues in the financial industry.
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Pure Financial is helping thousands of people across Southern California plan for their financial future. We invite you to come stop by to see how we can help you. Join us for a one-hour lunch n' learn as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets.
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Many investors today are re-evaluating their current financial plan, and many others are deciding that with a bull market that has lasted almost a decade and with significant tax law changes, going through it alone isn't the most prudent path going forward. If there was ever a time to take advantage of a no cost, no obligation, unbiased Financial Assessment.
Financial Resources
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Explore our course offering and see how you can benefit by learning from a CFP board certified instructor. Keeping you informed and up-to-date on the latest financial planning and investment news, headlines and strategies. Most of you know putting money in an IRA is a great tool for saving for your retirement.
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