Joseph Anderson

CFP®, AIF®
Retirement, Investing, Taxes
82%
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“As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $1.4 billion in assets under management and has grown their client base to over 1,300 in just nine years of the firm opening. ”
Firm:

Pure Financial Advisors, Inc.

Job Title:

President

Biography:

Joe Anderson CFP®, AIF® is President of Pure Financial Advisors, Inc., a fee-only Registered Investment Advisor (RIA) providing comprehensive retirement planning services and tax-optimized investment management. Due in large part to Joe's leadership skills and innovative thinking, the firm has been recognized nationally as one of the largest and fastest-growing RIAs in the nation (based on AUM) by Financial Planning Magazine, Investment News, and other media outlets.

Further to acting as President, Joe is also the Pure Financial's advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management. Joe has a passion for helping others succeed through teaching and education. In addition to training all of Pure’s advisors, Joe teaches over 50 retirement classes a year at colleges in San Diego and Orange County, where the firm has its second location.

Joe is co-host of Your Money, Your Wealth℠, a financial talk show that has consistently been a top rated weekend radio show in San Diego’s financial market. Evolving from the radio show’s success, Joe launched the first Your Money, Your Wealth℠ television broadcast in June of 2014.

In 2013, Joe earned San Diego Metro’s 40 Under 40 Award for representing some of the best and brightest minds of San Diego County.

Prior to joining Pure, Joe worked for several years with one of the nation’s largest financial planning firms, where he was a financial advisor before becoming a district manager and then Vice President.

Beyond working with Pure Financial, Joe also participates in a number of philanthropic activities including the annual American Heart Association’s Heart Ball. He’s also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker for a wide range of professional groups in San Diego County and enjoys playing golf, basketball and cheering for his alma mater, the Florida Gators.

Education:

BS, Finance, University of Florida

Fee Structure:

Fee-Only

CRD Number:

3232667

Disclaimer:

Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc., a Registered Investment Advisor.

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August 2017
March 2018
January 2017

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