Pure Financial Advisors
Industry: Company
DescriptionSubsidiaries: Pure Financial Advisors, Inc., Asset Management Arm, Pure Asset Management
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Pure Financial Advisors Employees
Employee
Years
Job
Industry
Robert McCullock, CFP® Robert McCullock, CFP®'s Pure Financial Advisors Experience August 2013 - Present
Job Financial Planner
Industry Financial Services
Experience
Pure Financial Advisors August 2013 - Present
TD Ameritrade 2004 - August 2013
Charles Schwab 1999 - 2004
RWB Asset Management 1997 - 1999
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Series 65, Investment Advisory, Securities, Investments, FINRA, Asset Allocation, Strategic Financial..., Retirement, 401k, Investment Strategies, ETFs, Separately Managed..., IRAs, 401k Rollovers, Bonds, Stocks, Personal Finance, Investment Management, Portfolio Management, Personal Financial..., Financial Advisory, Certified Financial...
Education
College for Financial Planning 2012 — 2012
Certifi, Financial Planning and Services
San Jose State University 1995 — 1997
BS, Business Administration
San Jose City College 1994 — 1995
Bachelor of Science (BS), Finance, General
Pure Financial Advisors August 2013 - Present
TD Ameritrade 2004 - August 2013
Charles Schwab 1999 - 2004
RWB Asset Management 1997 - 1999
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Series 65, Investment Advisory, Securities, Investments, FINRA, Asset Allocation, Strategic Financial..., Retirement, 401k, Investment Strategies, ETFs, Separately Managed..., IRAs, 401k Rollovers, Bonds, Stocks, Personal Finance, Investment Management, Portfolio Management, Personal Financial..., Financial Advisory, Certified Financial...
Education
College for Financial Planning 2012 — 2012
Certifi, Financial Planning and Services
San Jose State University 1995 — 1997
BS, Business Administration
San Jose City College 1994 — 1995
Bachelor of Science (BS), Finance, General
Kathryn Bowie Kathryn Bowie's Pure Financial Advisors Experience 2011 - Present
Job Director of Client Relations, Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors 2011 - Present
Cookie Lee Fine Fashion Jewelry October 2002 - January 2012
Humphrey's Half Moon Inn & Suites January 2000 - October 2005
Skills
Customer Service, Coaching, Team Building, Sales, Microsoft Excel, Public Speaking, Event Management, Microsoft Office, Microsoft Word, Leadership, Client Services, Client Service
Education
California State University-Northridge 1982 — 1983
Pure Financial Advisors 2011 - Present
Cookie Lee Fine Fashion Jewelry October 2002 - January 2012
Humphrey's Half Moon Inn & Suites January 2000 - October 2005
Skills
Customer Service, Coaching, Team Building, Sales, Microsoft Excel, Public Speaking, Event Management, Microsoft Office, Microsoft Word, Leadership, Client Services, Client Service
Education
California State University-Northridge 1982 — 1983
Peter Keller, CFP® AIF® Peter Keller, CFP® AIF®'s Pure Financial Advisors Experience February 2012 - Present
Job Financial Planner at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors February 2012 - Present
LPL Financial May 2007 - January 2012
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Retirement, Investment Strategies, Estate Planning, Investment Management, Alternative Investments, Long-term Care, Personal Finance, Equities, Investment Advisory, Financial Services, 401k, Risk Management, Variable Annuities, Series 65, Financial Planners, Series 63, Fixed Income, Securities, Financial Advisory, Investments, IRAs, Uniform Combined State..., Fixed Annuities, FINRA, Wealth Management..., 401k Rollovers, Series 6, Wealth Accumulation, Wealth, Certified Financial..., Series 24, ETFs, Asset Management, High Net Worth..., Retirement Plan..., Life Insurance, Financial Goals, Pensions, 529 Plans, Separately Managed..., Disability Insurance, College Savings Plans, Financial Planning
Education
Olivet College 1989 — 1993
BA, Business Admin.
Pure Financial Advisors February 2012 - Present
LPL Financial May 2007 - January 2012
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Retirement, Investment Strategies, Estate Planning, Investment Management, Alternative Investments, Long-term Care, Personal Finance, Equities, Investment Advisory, Financial Services, 401k, Risk Management, Variable Annuities, Series 65, Financial Planners, Series 63, Fixed Income, Securities, Financial Advisory, Investments, IRAs, Uniform Combined State..., Fixed Annuities, FINRA, Wealth Management..., 401k Rollovers, Series 6, Wealth Accumulation, Wealth, Certified Financial..., Series 24, ETFs, Asset Management, High Net Worth..., Retirement Plan..., Life Insurance, Financial Goals, Pensions, 529 Plans, Separately Managed..., Disability Insurance, College Savings Plans, Financial Planning
Education
Olivet College 1989 — 1993
BA, Business Admin.
John M. Peters, CFA John M. Peters, CFA's Pure Financial Advisors Experience October 2011 - January 2015
Job Portfolio Manager at Gupta Wealth Management
Industry Investment Management
Experience
Gupta Wealth Management January 2015 - Present
Pure Financial Advisors October 2011 - January 2015
TD Ameritrade December 2010 - October 2011
Berkeley Capital Securities January 2010 - December 2010
Merrill Lynch September 2009 - December 2009
Liberty Mutual June 2009 - September 2009
Saturna Capital Corporation April 2009 - June 2009
Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Finance, Economics
University of Newcastle 2008 — 2008
Semester Abroad, Finance, Economics
Juanita High School 2002 — 2005
Gupta Wealth Management January 2015 - Present
Pure Financial Advisors October 2011 - January 2015
TD Ameritrade December 2010 - October 2011
Berkeley Capital Securities January 2010 - December 2010
Merrill Lynch September 2009 - December 2009
Liberty Mutual June 2009 - September 2009
Saturna Capital Corporation April 2009 - June 2009
Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Finance, Economics
University of Newcastle 2008 — 2008
Semester Abroad, Finance, Economics
Juanita High School 2002 — 2005
Mike Bernier Mike Bernier's Pure Financial Advisors Experience February 2010 - Present
Job at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors February 2010 - Present
Financial Designs, Ltd. June 2003 - February 2010
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Asset Management, Financial Planning, Investment Advisory, Estate Planning, Financial Advisory, Finance, Risk Management, Portfolio Management, Asset Managment, Financial Services, Tax, Certified Financial..., Securities, Asset Allocation, Investment Strategies
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science in Applied Arts and Sciences, Business Administration (Financial Services)
Pure Financial Advisors February 2010 - Present
Financial Designs, Ltd. June 2003 - February 2010
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Asset Management, Financial Planning, Investment Advisory, Estate Planning, Financial Advisory, Finance, Risk Management, Portfolio Management, Asset Managment, Financial Services, Tax, Certified Financial..., Securities, Asset Allocation, Investment Strategies
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science in Applied Arts and Sciences, Business Administration (Financial Services)
Jenna Wohlgang's Pure Financial Advisors Experience May 2013 - June 2014
Job Executive Assistant at Bank of Southern California
Industry Banking
Experience
AccentCare, Inc. August 2015 - Present
Bank of Southern California June 2014 - Present
Pure Financial Advisors May 2013 - June 2014
BJ's Restaurants, Inc. April 2010 - December 2013
Pinecrest Schools May 2008 - August 2009
HM Showroom May 2008 - August 2008
Skills
Marketing, Creative Writing, Client Liaison, Public Relations, Data Entry, Appointment Scheduling, CRM, Networking, Social Media, Account Management, Patient Advocacy, Organization, Information Management, American Sign Language, Management, Event Planning, Social Networking, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Arts (BA), Communication, General
AccentCare, Inc. August 2015 - Present
Bank of Southern California June 2014 - Present
Pure Financial Advisors May 2013 - June 2014
BJ's Restaurants, Inc. April 2010 - December 2013
Pinecrest Schools May 2008 - August 2009
HM Showroom May 2008 - August 2008
Skills
Marketing, Creative Writing, Client Liaison, Public Relations, Data Entry, Appointment Scheduling, CRM, Networking, Social Media, Account Management, Patient Advocacy, Organization, Information Management, American Sign Language, Management, Event Planning, Social Networking, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Arts (BA), Communication, General
Megan Booth Megan Booth's Pure Financial Advisors Experience September 2013 - October 2014
Job Territory Manager at Coltene Whaledent, Inc.
Industry Medical Devices
Experience
Coltene Whaledent, Inc. April 2015 - Present
Strawberry Farms Golf Club January 2012 - April 2015
Coltene Whaledent, Inc. 2015 - 2015
Coltene Whaledent, Inc. 2015 - 2015
Pure Financial Advisors September 2013 - October 2014
Anyone Home Inc February 2014 - May 2014
The Rawls Restaurant September 2011 - December 2011
Big Canyon Country Club August 2009 - August 2010
Lizarran Tapas Restaurant - Gilroy September 2008 - August 2009
Black Angus Steakhouse February 2007 - August 2008
Skills
Food & Beverage, Customer Service, Office Administration, Property Consultant, Hospitality, Communication Skills, Fine Dining, Restaurants, Banquet Operations, Events, Weddings, Property Management, Organization, Cultural Competency, Team Leadership, Teamwork, Volunteering, Leadership, Client Relations, Long-term Customer..., Sales
Education
California State University-Long Beach
Bachelor's degree, Communication, General, Graduated in May 2012
Irvine Valley College
Coltene Whaledent, Inc. April 2015 - Present
Strawberry Farms Golf Club January 2012 - April 2015
Coltene Whaledent, Inc. 2015 - 2015
Coltene Whaledent, Inc. 2015 - 2015
Pure Financial Advisors September 2013 - October 2014
Anyone Home Inc February 2014 - May 2014
The Rawls Restaurant September 2011 - December 2011
Big Canyon Country Club August 2009 - August 2010
Lizarran Tapas Restaurant - Gilroy September 2008 - August 2009
Black Angus Steakhouse February 2007 - August 2008
Skills
Food & Beverage, Customer Service, Office Administration, Property Consultant, Hospitality, Communication Skills, Fine Dining, Restaurants, Banquet Operations, Events, Weddings, Property Management, Organization, Cultural Competency, Team Leadership, Teamwork, Volunteering, Leadership, Client Relations, Long-term Customer..., Sales
Education
California State University-Long Beach
Bachelor's degree, Communication, General, Graduated in May 2012
Irvine Valley College
Nathaniel Ritchison, CFP®, AIF® Nathaniel Ritchison, CFP®, AIF®'s Pure Financial Advisors Experience January 2011 - Present
Job Financial Planner at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors January 2011 - Present
Permanent Value September 2002 - January 2011
Skills
Strategic Financial..., Securities, Retirement Planning, Wealth Management, Investment Advisory, Investments, Retirement, Finance, Wealth, Financial Advisory, Asset Management, Estate Planning, Portfolio Management
Education
University of California, Irvine 2007 — 2008
Financial Planning Credential Progam, Personal Financial Planning
San Diego State University-California State University 1998 — 2003
BS, Finance
Pure Financial Advisors January 2011 - Present
Permanent Value September 2002 - January 2011
Skills
Strategic Financial..., Securities, Retirement Planning, Wealth Management, Investment Advisory, Investments, Retirement, Finance, Wealth, Financial Advisory, Asset Management, Estate Planning, Portfolio Management
Education
University of California, Irvine 2007 — 2008
Financial Planning Credential Progam, Personal Financial Planning
San Diego State University-California State University 1998 — 2003
BS, Finance
Benjamin S. Littman, CFP® Benjamin S. Littman, CFP®'s Pure Financial Advisors Experience June 2010 - Present
Job Director of Trading at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors June 2010 - Present
Pure Financial Advisors June 2012 - Present
Pure Financial Advisors June 2010 - Present
Pure Financial Advisors August 2007 - Present
Pure Financial Advisors January 2008 - June 2010
Pure Financial Advisors August 2007 - June 2010
Morgan Stanley Investment Management May 2005 - September 2005
Skills
Mutual Funds, Cash Flow, Financial Planning, Integration, Decision Support, Time Management, Dashboard, Portfolio Management, Asset Allocation, Trading, Strategic Financial..., Retirement Planning, Wealth Management, Microsoft Excel, Asset Management, VBA, Business Intelligence, Business Analysis, Data Mining, Analytics, Application Development, Money Management, SaaS, Excel, Cash Flow Management, Report Generation, Dashboards, Information..., Pivot Tables, Force.com, Product Innovation
Education
San Diego State University-California State University 2008 — 2010
MBA
San Diego State University-California State University 2005 — 2007
Personal Financial Planning Certificate
San Diego State University-California State University 2003 — 2007
BS, Financial Services
Pure Financial Advisors June 2010 - Present
Pure Financial Advisors June 2012 - Present
Pure Financial Advisors June 2010 - Present
Pure Financial Advisors August 2007 - Present
Pure Financial Advisors January 2008 - June 2010
Pure Financial Advisors August 2007 - June 2010
Morgan Stanley Investment Management May 2005 - September 2005
Skills
Mutual Funds, Cash Flow, Financial Planning, Integration, Decision Support, Time Management, Dashboard, Portfolio Management, Asset Allocation, Trading, Strategic Financial..., Retirement Planning, Wealth Management, Microsoft Excel, Asset Management, VBA, Business Intelligence, Business Analysis, Data Mining, Analytics, Application Development, Money Management, SaaS, Excel, Cash Flow Management, Report Generation, Dashboards, Information..., Pivot Tables, Force.com, Product Innovation
Education
San Diego State University-California State University 2008 — 2010
MBA
San Diego State University-California State University 2005 — 2007
Personal Financial Planning Certificate
San Diego State University-California State University 2003 — 2007
BS, Financial Services
Thomas Vance, CFP® Thomas Vance, CFP®'s Pure Financial Advisors Experience 2012 - Present
Job Financial Planner at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors 2012 - Present
TD Ameritrade 2011 - 2012
US Bank 2009 - 2011
VisionLink Financial Advisors 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
Wealth Management, Investments, Series 7, Series 63, Mutual Funds, Financial Services, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 2000
MBA
Brigham Young University 1987 — 1993
BA, Economics
Pure Financial Advisors 2012 - Present
TD Ameritrade 2011 - 2012
US Bank 2009 - 2011
VisionLink Financial Advisors 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
Wealth Management, Investments, Series 7, Series 63, Mutual Funds, Financial Services, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 2000
MBA
Brigham Young University 1987 — 1993
BA, Economics
Brett Davey, CFP®'s Pure Financial Advisors Experience December 2012 - Present
Job Plan Support Specialist at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors December 2012 - Present
LPL Financial Services June 2005 - December 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Allocation, Microsoft Office, Financial Advisory, Financial Analysis, Investment Advisory, Asset Management
Education
SAN DIEGO STATE UNIVERSITY 2002 — 2006
Bachelor of Science, Finance, Business Administration
San Diego State University-California State University 2002 — 2006
Bachelor's degree, Finance
Pure Financial Advisors December 2012 - Present
LPL Financial Services June 2005 - December 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Allocation, Microsoft Office, Financial Advisory, Financial Analysis, Investment Advisory, Asset Management
Education
SAN DIEGO STATE UNIVERSITY 2002 — 2006
Bachelor of Science, Finance, Business Administration
San Diego State University-California State University 2002 — 2006
Bachelor's degree, Finance
Joseph Anderson, CFP®'s Pure Financial Advisors Experience November 2012 - Present
Job President at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors November 2012 - Present
Pure Financial Advisors November 2007 - November 2012
Centara Capital 2004 - 2007
American Express Financial Advisors 1998 - 2003
Skills
Investments, Financial Planning, Portfolio Management, Investment Advisory, Estate Planning, Financial Advisory, Investment Management, Finance, Wealth, Leadership, Management, Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Asset Management, Tax Planning, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Executive Financial Planner Certificate, Financial Planning and Services
University of Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
Pure Financial Advisors November 2012 - Present
Pure Financial Advisors November 2007 - November 2012
Centara Capital 2004 - 2007
American Express Financial Advisors 1998 - 2003
Skills
Investments, Financial Planning, Portfolio Management, Investment Advisory, Estate Planning, Financial Advisory, Investment Management, Finance, Wealth, Leadership, Management, Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Asset Management, Tax Planning, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Executive Financial Planner Certificate, Financial Planning and Services
University of Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
Charles F. Fowler, CFA, CFP®, CAIA's Pure Financial Advisors Experience August 2013 - January 2014
Job Investment Manager
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management (a CIBC Company) February 2014 - February 2015
Pure Financial Advisors August 2013 - January 2014
Altegris Investments, Inc. February 2010 - August 2013
Charles Schwab May 2002 - January 2010
Skills
Alternative Investments, Portfolio Management, Investments, Level III CFA Candidate, Financial Planning, Microsoft Excel, DCF Valuation, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Office, Retirement Planning, Strategic Financial...
Education
San Diego State University-California State University 2003 — 2006
MS, Finance & Tax Planning
Rutgers University-New Brunswick 1989 — 1994
BA, Political Science
Atlantic Trust Private Wealth Management (a CIBC Company) February 2014 - February 2015
Pure Financial Advisors August 2013 - January 2014
Altegris Investments, Inc. February 2010 - August 2013
Charles Schwab May 2002 - January 2010
Skills
Alternative Investments, Portfolio Management, Investments, Level III CFA Candidate, Financial Planning, Microsoft Excel, DCF Valuation, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Office, Retirement Planning, Strategic Financial...
Education
San Diego State University-California State University 2003 — 2006
MS, Finance & Tax Planning
Rutgers University-New Brunswick 1989 — 1994
BA, Political Science
Danine Kao's Pure Financial Advisors Experience February 2012 - January 2015
Job Portfolio Analyst/Trader at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. January 2015 - Present
Pure Financial Advisors February 2012 - January 2015
TD Ameritrade January 2008 - February 2012
Education
University of California, San Diego 2001 — 2006
Math and Education
University of California, San Diego
math
Pure Financial Advisors, Inc. January 2015 - Present
Pure Financial Advisors February 2012 - January 2015
TD Ameritrade January 2008 - February 2012
Education
University of California, San Diego 2001 — 2006
Math and Education
University of California, San Diego
math
Deloitte
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