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Pure Financial Advisors Inc.

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Pure Financial Advisors Inc.

Overview:

Experience Meets Innovation
The result was Pure Financial Advisors, Inc., a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision and Pure Financial Advisors became the reality.
Doors opened for business in 2007 with no clients, negative revenue and zero assets under management. Within just seven years of the firm’s opening, Pure Financial surpassed $1 billion in client assets, and is currently helping over 1,700 clients plan for their future.

Pure Financial provides fee-only financial planning with no competing sales goals or directives. Our advisors are salary-only employees who never receive commissions. A partnership with Pure ensures that your best interest always comes first.
All advisors are required to have the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) designation, the Accredited Investment Fiduciary credential (AIF®) and a minimum of five years of financial industry experience. We have a team of CPAs and CFAs to support the planners, providing a holistic financial planning approach.
Tax planning is the art of arranging your affairs to minimize the impact of tax costs along the way. As tax laws are often complex and frequently change, our CPAs work alongside our financial planners to help our clients reduce their tax liability now and in the future.
Education empowers personal growth while shaping new opportunities. Pure Financial is committed to providing ongoing education through a variety of different mediums.
We strive to help everyone exceed their financial goals, regardless of their net-worth.

Toll Free: +1 877 222 6044

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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