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Pure Financial Advisors, LLC
Votre partenaire de confiance pour une planification financière complète et une gestion des investissements à San Diego.
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Business
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Votre partenaire de confiance pour une planification financière complète et une gestion des investissements à San Diego.
Pure Financial Advisors, LLC est une société de premier plan spécialisée dans la planification financière, basée à San Diego, dédiée à aider les particuliers et les familles à atteindre leurs objectifs financiers. La société se spécialise dans des stratégies d'investissement tenant compte de la fiscalité, la planification de la retraite et la gestion de patrimoine personnalisée. Avec une équipe de conseillers expérimentés tels que Michael Chipperfield, Rob Canavan et Matt, les clients bénéficient de conseils clairs et pédagogiques, adaptés à leur situation unique, assurant confiance et une croissance durable de leur avenir financier.
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Todd
We are lucky to be working with Rob Canavan at Pure Financial Advisors as our financial planning advisor. He and the Pure Financial team have been doing an excellent job of helping us analyze, invest, and manage our financial resources, as well as monitoring taxes implications. Rob has an easy going personality and is excellent at explaining the concepts and details of financial planning and investing. He takes the time to explain concepts and important items so that we can understand them and make appropriate decisions. He listens to concerns and provides valuable feedback and recommendations. He also provides valuable insights to think about as we go through the various phases of maturing, retiring, and subsequent aging, to help with understanding not only financial planning sides, but also other things to expect in various life stages also. It is always a fun and interesting discussion when meeting with him, and I always learn new things. He's great!!
Gabrielle Stubbert
We truly cannot say enough good things about Matt. He is not only an excellent financial advisor but also an exceptional person. Matt originally worked with my aunt, and when I inherited her portfolio, I was fortunate to inherit him as well. Throughout our time working together, Matt has demonstrated integrity, patience, and sound judgment. He has a calming presence, guiding us with clarity and steadiness, even when financial decisions feel stressful. We trust him completely and genuinely look forward to building our own portfolio with his continued guidance and expertise.
Eric Trull
Michael Chipperfield has been a great partner in our planning. Our initial introduction to Michael was a financial planning class that really drove home how to plan with the tax implications in mind - not just leaving the tax implications on the side line. His ability to convey the intricate details is excellent. As our financial planner, Michael has been respectful and supportive of our beliefs and attitudes about our finances, our retirement, and our other goals. For example, we title/give offering off of all income and that is reflected in our plan. Additionally, he has understood the variability in our (wife's) consulting business and helped us plan accordingly. Finally, as our three kids are in college/getting closer to college Michael has been helpful in offering alternatives to our 529 plan and how best to maximize the resources for the benefit of our three children. Michael has been a great sounding board, willing to entertain and play out the "what ifs" that we come up with, but always provides trustworthy guidance.
Judith Helt
Working with my financial advisor, Michael Chipperfield, has been a genuinely positive experience. He consistently demonstrates professionalism and a strong commitment to educating me on financial concepts I may not fully understand. I appreciate how he takes the time to explain things clearly, which empowers me to make informed decisions. Michael has helped me think more strategically about my financial future—bringing up considerations I hadn’t thought of before. Since partnering with Pure Financial, I’ve seen meaningful growth in my investments, which speaks to the quality of guidance I’ve received. One of the things I value most is Michael’s realistic approach. He understands my financial situation and creates a space where I feel comfortable being honest about my goals and limitations. I never feel pressured to invest beyond my means, and that balance has made saving and planning feel sustainable rather than stressful. Overall, I feel supported, informed, and confident in the financial path we’re building together.
Mike D
Pure Financial Services is a leader in financial planning, especially the do’s and don’t of enjoying our retirement. With my advisor doing all the work to manage my portfolio exactly to our desires, we can live at peace not worrying about our retirement savings and how long it will last. No sir, no worries about their management at all. A great team with enthusiasm who take the time to know their clients individually further allowing for a dedicated financial security plan.
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Stratégies personnalisées pour assurer votre retraite, y compris les implications fiscales et la planification d'un revenu durable.
Gestion de portefeuille experte axée sur la croissance et l'alignement avec vos objectifs financiers et votre tolérance au risque.
Planification complète qui intègre les considérations fiscales afin de maximiser vos économies et minimiser vos obligations fiscales.
Des conseils sur les plans 529 et d'autres options pour optimiser les ressources destinées aux dépenses d'éducation.
Explications claires et ateliers pour aider les clients à acquérir les connaissances nécessaires à des décisions éclairées.
Accompagnement au cours des différentes phases de la vie, telles que la maturité, la retraite et le vieillissement, avec des conseils sur les aspects financiers et non financiers.
