Pure Financial Advisors, Inc.
Industry: Company
DescriptionSubsidiaries: Pure Financial Advisors, Inc., Asset Management Arm, Pure Asset Management
Pure Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pure Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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18 Pure Financial Advisors, Inc. employees in database. Find out everything there's to know about Pure Financial Advisors, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pure Financial Advisors, Inc. Employees
Employee
Years
Job
Industry
Ty Hines Ty Hines's Pure Financial Advisors, Inc. Experience May 2014 - Present
Job Host: SD Luxury Listings | Producer: Your Money Your Wealth & The American Dream | Owner: Production Company
Industry Broadcast Media
Experience
Pure Financial Advisors, Inc. May 2014 - Present
KGTV Channel 10 February 2012 - Present
Executive Lifestyle Productions February 2012 - Present
Cox Communications October 2013 - June 2015
U-T San Diego September 2013 - December 2014
U-T San Diego September 2013 - February 2014
U-T San Diego November 2013 - January 2014
U-T San Diego November 2012 - December 2013
U-T San Diego 2012 - December 2013
Skills
Broadcast Television, Television Producing, Hosting, News, News Writing, Television News, Hard News Reporting, Communication, Entertainment, Social Media, Sports, Storytelling, Breaking News, ENPS, Broadcast, Videography, Microsoft Office, Final Cut Pro, Facebook, Editing
Education
Point Loma Nazarene University 2007 — 2012
Bachelor's degree, Broadcast Journalism
Pure Financial Advisors, Inc. May 2014 - Present
KGTV Channel 10 February 2012 - Present
Executive Lifestyle Productions February 2012 - Present
Cox Communications October 2013 - June 2015
U-T San Diego September 2013 - December 2014
U-T San Diego September 2013 - February 2014
U-T San Diego November 2013 - January 2014
U-T San Diego November 2012 - December 2013
U-T San Diego 2012 - December 2013
Skills
Broadcast Television, Television Producing, Hosting, News, News Writing, Television News, Hard News Reporting, Communication, Entertainment, Social Media, Sports, Storytelling, Breaking News, ENPS, Broadcast, Videography, Microsoft Office, Final Cut Pro, Facebook, Editing
Education
Point Loma Nazarene University 2007 — 2012
Bachelor's degree, Broadcast Journalism
Arslan Bahler Arslan Bahler's Pure Financial Advisors, Inc. Experience October 2013 - Present
Job Planning Support Specialist at Pure Financial Advisors, Inc. focusing on continuous client relations.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. October 2013 - Present
Office Depot January 2006 - January 2008
Skills
Financial Modeling and..., Term Paper profiscient, Process examination, Saleforce experience
Education
University of California, Los Angeles 2014 — 2015
PFP Certificate, Finance
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Pure Financial Advisors, Inc. October 2013 - Present
Office Depot January 2006 - January 2008
Skills
Financial Modeling and..., Term Paper profiscient, Process examination, Saleforce experience
Education
University of California, Los Angeles 2014 — 2015
PFP Certificate, Finance
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Danny Michael, CFP® AIF® Danny Michael, CFP® AIF®'s Pure Financial Advisors, Inc. Experience June 2014 - Present
Job Financial Planner at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc. June 2014 - Present
Northern Trust August 2010 - May 2014
US Bank July 2008 - July 2010
Union Bank 2004 - 2007
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Finance, Estate Planning, Investment Management, Investment Advisory, Mutual Funds, Investment Strategies, Certified Financial..., Retirement Planning, Portfolio Management, Asset Managment, Financial Services, Securities, Alternative Investments, 401k, Private Banking, Series 63, Equities, High Net Worth..., Insurance, Financial Planners, Wealth Management..., FINRA, Financial Advisory, Retirement, Wealth, ETFs, Series 65, Relationship Management, Fixed Income, Bonds, Asset Allocation, Tax, Management, Series 7, Risk Management, Team Building, Chartered Market...
Education
San Diego State University-California State University 2007 — 2008
MSBA, Financial and Tax Planning
University of California, Riverside 1995 — 2000
BS, Business Administration
Pure Financial Advisors, Inc. June 2014 - Present
Northern Trust August 2010 - May 2014
US Bank July 2008 - July 2010
Union Bank 2004 - 2007
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Finance, Estate Planning, Investment Management, Investment Advisory, Mutual Funds, Investment Strategies, Certified Financial..., Retirement Planning, Portfolio Management, Asset Managment, Financial Services, Securities, Alternative Investments, 401k, Private Banking, Series 63, Equities, High Net Worth..., Insurance, Financial Planners, Wealth Management..., FINRA, Financial Advisory, Retirement, Wealth, ETFs, Series 65, Relationship Management, Fixed Income, Bonds, Asset Allocation, Tax, Management, Series 7, Risk Management, Team Building, Chartered Market...
Education
San Diego State University-California State University 2007 — 2008
MSBA, Financial and Tax Planning
University of California, Riverside 1995 — 2000
BS, Business Administration
Megan Natelson Megan Natelson's Pure Financial Advisors, Inc. Experience August 2014 - Present
Job Director of Marketing, Pure Financial Advisors
Industry Marketing and Advertising
Experience
Pure Financial Advisors, Inc. August 2014 - Present
Skills
Social Media, SEO, Marketing Communications, Social Media Marketing, Strategic Communications, Email Marketing, Media Relations, Social Networking, Google Adwords, Marketing, Public Relations, Advertising, Web Analytics, PPC, SEM, Online Marketing, Content Marketing, Strategic Partnerships, WordPress, Customer Service, SEO copywriting, Media Buying, Google Analytics, MailChimp, Lead Generation, Writing, Editorial, Blogging, Digital Marketing, YouTube, Newsletters, Salesforce.com, PCM, Constant Contact, Public Outreach, InDesign, Project Management, Editing, Awesomeness, Marketing Automation, Inbound Marketing, Inbound Lead Generation
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Pure Financial Advisors, Inc. August 2014 - Present
Skills
Social Media, SEO, Marketing Communications, Social Media Marketing, Strategic Communications, Email Marketing, Media Relations, Social Networking, Google Adwords, Marketing, Public Relations, Advertising, Web Analytics, PPC, SEM, Online Marketing, Content Marketing, Strategic Partnerships, WordPress, Customer Service, SEO copywriting, Media Buying, Google Analytics, MailChimp, Lead Generation, Writing, Editorial, Blogging, Digital Marketing, YouTube, Newsletters, Salesforce.com, PCM, Constant Contact, Public Outreach, InDesign, Project Management, Editing, Awesomeness, Marketing Automation, Inbound Marketing, Inbound Lead Generation
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Ashley Stroud, CFP® Ashley Stroud, CFP®'s Pure Financial Advisors, Inc. Experience May 2014 - Present
Job Operations Specialist at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc. May 2014 - Present
Dowling & Yahnke, LLC April 2011 - April 2014
Bank of America 2008 - 2011
Skills
APX, Junxure, Cost Basis Reporting, Microsoft Excel, Microsoft Office, Axys, Project Management, Personal Finance, Banking, Administrative Work, Salesforce.com, Customer Service, Financial Services, Wealth Management, Retirement Planning, Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science (B.S.), Financial Planning and Services
The Chinese University of Hong Kong 2007 — 2007
Pure Financial Advisors, Inc. May 2014 - Present
Dowling & Yahnke, LLC April 2011 - April 2014
Bank of America 2008 - 2011
Skills
APX, Junxure, Cost Basis Reporting, Microsoft Excel, Microsoft Office, Axys, Project Management, Personal Finance, Banking, Administrative Work, Salesforce.com, Customer Service, Financial Services, Wealth Management, Retirement Planning, Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science (B.S.), Financial Planning and Services
The Chinese University of Hong Kong 2007 — 2007
Bryan B. Ross's Pure Financial Advisors, Inc. Experience June 2015 - Present
Job Financial Planning Specialist at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. June 2015 - Present
Financial Relief Law Center September 2013 - November 2013
US Department of Health and Human Services - Office of Medicare Hearing and Appeals January 2013 - May 2013
United States Bankruptcy Court August 2012 - December 2012
Brown White & Newhouse LLP November 2008 - November 2009
Skills
Legal Writing, Legal Research, Westlaw, Civil Litigation, Courts, Negotiation, Motions, Microsoft Office, LexisNexis, Hearings, Pleadings
Education
Chapman University, School of Law 2011 — 2014
Juris Doctor (J.D.), Law
University of California, San Diego 2004 — 2008
Bachelor's Degree, Political Science and History
Loyola High School 2000 — 2004
Pure Financial Advisors, Inc. June 2015 - Present
Financial Relief Law Center September 2013 - November 2013
US Department of Health and Human Services - Office of Medicare Hearing and Appeals January 2013 - May 2013
United States Bankruptcy Court August 2012 - December 2012
Brown White & Newhouse LLP November 2008 - November 2009
Skills
Legal Writing, Legal Research, Westlaw, Civil Litigation, Courts, Negotiation, Motions, Microsoft Office, LexisNexis, Hearings, Pleadings
Education
Chapman University, School of Law 2011 — 2014
Juris Doctor (J.D.), Law
University of California, San Diego 2004 — 2008
Bachelor's Degree, Political Science and History
Loyola High School 2000 — 2004
Allison Alley, CFP® Allison Alley, CFP®'s Pure Financial Advisors, Inc. Experience February 2015 - Present
Job Financial Planner at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. February 2015 - Present
Capstone Affluent Strategies December 2012 - April 2014
CUSO Financial Services, LP at Mission Federal Credit Union November 2010 - December 2012
JPMorgan Chase August 2009 - November 2010
Banc of America Investment Services May 2007 - July 2009
Ameriprise Financial October 2003 - May 2007
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Securities, Series 7, Mutual Funds, Series 63, Investment Advisory, Fixed Annuities, Retirement, Investments
Education
San Diego State University-California State University 2002 — 2003
MS, Financial and Tax Planning
University of California, Los Angeles 1992 — 1997
BA, Economics/Int'l Area Studies
Pure Financial Advisors, Inc. February 2015 - Present
Capstone Affluent Strategies December 2012 - April 2014
CUSO Financial Services, LP at Mission Federal Credit Union November 2010 - December 2012
JPMorgan Chase August 2009 - November 2010
Banc of America Investment Services May 2007 - July 2009
Ameriprise Financial October 2003 - May 2007
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Securities, Series 7, Mutual Funds, Series 63, Investment Advisory, Fixed Annuities, Retirement, Investments
Education
San Diego State University-California State University 2002 — 2003
MS, Financial and Tax Planning
University of California, Los Angeles 1992 — 1997
BA, Economics/Int'l Area Studies
Ken Benedict, CFP® Ken Benedict, CFP®'s Pure Financial Advisors, Inc. Experience February 2015 - Present
Job Branch Manager Woodland Hills, CA
Industry Financial Services
Experience
Pure Financial Advisors, Inc. February 2015 - Present
Charles Schwab June 2013 - February 2015
One Capital Management, LLC February 2011 - June 2013
DAAT Asset Management June 2008 - January 2011
Fremont Investment & Loan September 2002 - December 2007
Charles Schwab & Co., Inc. February 1994 - September 2002
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts, Financial Management
Canyon High School
Pure Financial Advisors, Inc. February 2015 - Present
Charles Schwab June 2013 - February 2015
One Capital Management, LLC February 2011 - June 2013
DAAT Asset Management June 2008 - January 2011
Fremont Investment & Loan September 2002 - December 2007
Charles Schwab & Co., Inc. February 1994 - September 2002
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts, Financial Management
Canyon High School
Nathan Nicholas, CFA Nathan Nicholas, CFA's Pure Financial Advisors, Inc. Experience July 2015 - Present
Job Director of Portfolio Management at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc. July 2015 - Present
Pure Financial Advisors, Inc. February 2015 - July 2015
TD Ameritrade Institutional March 2013 - January 2015
TD Ameritrade September 2011 - March 2013
Door Systems, Inc September 2008 - September 2011
Berkeley Capital Securities December 2010 - August 2011
CBRE June 2007 - September 2008
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science (BS)
Pure Financial Advisors, Inc. July 2015 - Present
Pure Financial Advisors, Inc. February 2015 - July 2015
TD Ameritrade Institutional March 2013 - January 2015
TD Ameritrade September 2011 - March 2013
Door Systems, Inc September 2008 - September 2011
Berkeley Capital Securities December 2010 - August 2011
CBRE June 2007 - September 2008
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science (BS)
Nick Holeman Nick Holeman's Pure Financial Advisors, Inc. Experience October 2014 - Present
Job Planning Assistant at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. October 2014 - Present
Delta Sigma Pi November 2014 - Present
MassMutual Financial Group October 2013 - September 2014
Overland & Shanahan Financial Advisors August 2012 - September 2013
Skills
Finance, Customer Service, Financial Analysis, Insurance, Personal Finance, Investments, Retirement Planning, Portfolio Management, Budget Monitoring, Trusting Relationships
Education
San Diego State University-California State University 2014 — 2015
Masters of Science (M.S.), Financial & Tax Planning, 3.8, Summa Cum Laude
San Diego State University-California State University 2009 — 2013
Bachelor of Art (B.A.), International Business/Finance, 3.57, Cum Laude
Universidad Carlos III de Madrid 2012 — 2012
Finance/Spanish
Pure Financial Advisors, Inc. October 2014 - Present
Delta Sigma Pi November 2014 - Present
MassMutual Financial Group October 2013 - September 2014
Overland & Shanahan Financial Advisors August 2012 - September 2013
Skills
Finance, Customer Service, Financial Analysis, Insurance, Personal Finance, Investments, Retirement Planning, Portfolio Management, Budget Monitoring, Trusting Relationships
Education
San Diego State University-California State University 2014 — 2015
Masters of Science (M.S.), Financial & Tax Planning, 3.8, Summa Cum Laude
San Diego State University-California State University 2009 — 2013
Bachelor of Art (B.A.), International Business/Finance, 3.57, Cum Laude
Universidad Carlos III de Madrid 2012 — 2012
Finance/Spanish
Chaz Fahrner Chaz Fahrner's Pure Financial Advisors, Inc. Experience November 2014 - June 2015
Job Planning Support Specialist at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Dog Park Apartments January 2007 - Present
Pure Financial Advisors, Inc. November 2014 - June 2015
Cetera Advisor Networks LLC September 2013 - March 2014
Insure For Good 2010 - 2011
CMF Productions April 2001 - August 2009
Creative Real Estate Consultants February 2006 - January 2008
Marriott International August 1999 - January 2004
Skills
Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Insurance, Public Speaking, Microsoft Word, PowerPoint, Outlook, Sales, Financial Planning, English, Real Estate, Windows, Inventory Management, Photoshop
Education
San Diego State University-California State University 2014 — 2016
Master's Degree, Financial & Tax Planning
San Diego State University-California State University 2012 — 2014
Financial Services
San Diego CIty College 2011 — 2012
Associate's degree, Transfer Studies
Dog Park Apartments January 2007 - Present
Pure Financial Advisors, Inc. November 2014 - June 2015
Cetera Advisor Networks LLC September 2013 - March 2014
Insure For Good 2010 - 2011
CMF Productions April 2001 - August 2009
Creative Real Estate Consultants February 2006 - January 2008
Marriott International August 1999 - January 2004
Skills
Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Insurance, Public Speaking, Microsoft Word, PowerPoint, Outlook, Sales, Financial Planning, English, Real Estate, Windows, Inventory Management, Photoshop
Education
San Diego State University-California State University 2014 — 2016
Master's Degree, Financial & Tax Planning
San Diego State University-California State University 2012 — 2014
Financial Services
San Diego CIty College 2011 — 2012
Associate's degree, Transfer Studies
Jake Greenberg, CFP®, ChFC® Jake Greenberg, CFP®, ChFC®'s Pure Financial Advisors, Inc. Experience June 2015 - Present
Job CERTIFIED FINANCIAL PLANNER at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. June 2015 - Present
Financial Advisors Network, Inc. May 2011 - May 2015
Pacific Columns Inc. March 2007 - May 2011
Skills
Retirement Planning, Strategic Financial..., Financial Planners, Estate Planning, Tax Analysis, Risk Management, Comprehensive Financial..., Portfolio Management, Asset Management, Retirement, Wealth Management, Business Development, Investments, Asset Allocation, Marketing, Finance, Financial Goals, FINRA, Fixed Annuities, Investment Advisory, Series 7, Securities, Mutual Funds
Education
California State University-Fullerton 2009 — 2011
BA, Investments and Financial Planning
Pure Financial Advisors, Inc. June 2015 - Present
Financial Advisors Network, Inc. May 2011 - May 2015
Pacific Columns Inc. March 2007 - May 2011
Skills
Retirement Planning, Strategic Financial..., Financial Planners, Estate Planning, Tax Analysis, Risk Management, Comprehensive Financial..., Portfolio Management, Asset Management, Retirement, Wealth Management, Business Development, Investments, Asset Allocation, Marketing, Finance, Financial Goals, FINRA, Fixed Annuities, Investment Advisory, Series 7, Securities, Mutual Funds
Education
California State University-Fullerton 2009 — 2011
BA, Investments and Financial Planning
Jim Amerman CFP®, CPA, MBA, AIF®'s Pure Financial Advisors, Inc. Experience December 2013 - Present
Job Financial Planner at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. December 2013 - Present
Pure Financial Advisors, Inc. June 2012 - February 2014
Internal Revenue Service August 2011 - June 2012
Internal Revenue Service June 2009 - July 2011
GSM Capital April 2008 - June 2009
EquityKey February 2007 - April 2008
Genesis Mortgage and AHM November 2002 - February 2007
Guidant Vascular Intervention (now Abbott) July 2000 - July 2004
Guidant Vascular Intervention (now Abbott) July 1999 - July 2000
AlliedSignal June 1998 - August 1998
Skills
Real Estate, Tax, Marketing, Budgets, Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting, Marketing
Duke University 1986 — 1990
BA, Economics
Valley High School West Des Moinies, Iowa IA 1982 — 1986
Pure Financial Advisors, Inc. December 2013 - Present
Pure Financial Advisors, Inc. June 2012 - February 2014
Internal Revenue Service August 2011 - June 2012
Internal Revenue Service June 2009 - July 2011
GSM Capital April 2008 - June 2009
EquityKey February 2007 - April 2008
Genesis Mortgage and AHM November 2002 - February 2007
Guidant Vascular Intervention (now Abbott) July 2000 - July 2004
Guidant Vascular Intervention (now Abbott) July 1999 - July 2000
AlliedSignal June 1998 - August 1998
Skills
Real Estate, Tax, Marketing, Budgets, Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting, Marketing
Duke University 1986 — 1990
BA, Economics
Valley High School West Des Moinies, Iowa IA 1982 — 1986
Bobby Gahvari, CFP®'s Pure Financial Advisors, Inc. Experience January 2014 - Present
Job Director of Institutional Advisory at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. January 2014 - Present
Dimensional Fund Advisors January 2013 - December 2013
Dimensional Fund Advisors January 2011 - December 2012
Dimensional Fund Advisors January 2007 - December 2010
Dimensional Fund Advisors September 2005 - December 2006
Skills
Strategic Financial..., Investment Management, Asset Management, Accounting, Financial Modeling, Equities, Portfolio Management, Asset Allocation, Financial Services, Due Diligence, Financial Analysis, Private Equity, Risk Management, Corporate Finance, Finance
Education
University of California, Irvine 2001 — 2005
Bachelor of Science (B.S.), Political Science and Government
Pure Financial Advisors, Inc. January 2014 - Present
Dimensional Fund Advisors January 2013 - December 2013
Dimensional Fund Advisors January 2011 - December 2012
Dimensional Fund Advisors January 2007 - December 2010
Dimensional Fund Advisors September 2005 - December 2006
Skills
Strategic Financial..., Investment Management, Asset Management, Accounting, Financial Modeling, Equities, Portfolio Management, Asset Allocation, Financial Services, Due Diligence, Financial Analysis, Private Equity, Risk Management, Corporate Finance, Finance
Education
University of California, Irvine 2001 — 2005
Bachelor of Science (B.S.), Political Science and Government
Soliel Geronimo's Pure Financial Advisors, Inc. Experience March 2015 - Present
Job Operations Specialist
Industry Financial Services
Experience
Pure Financial Advisors, Inc. March 2015 - Present
Weatherly Asset Management December 2013 - March 2015
JPMorgan Chase June 2010 - November 2013
Education
San Diego State University-California State University 2008 — 2012
Bachelor's degree, Financial services
San Diego State University-California State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
San Diego State University-California State University 2008 — 2012
Pure Financial Advisors, Inc. March 2015 - Present
Weatherly Asset Management December 2013 - March 2015
JPMorgan Chase June 2010 - November 2013
Education
San Diego State University-California State University 2008 — 2012
Bachelor's degree, Financial services
San Diego State University-California State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
San Diego State University-California State University 2008 — 2012
Danine Kao's Pure Financial Advisors, Inc. Experience January 2015 - Present
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
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY