Pure Financial Advisors, Inc.
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Mike has been assisting families with personal financial planning for more than 20 years. Mike is a MBA graduate from Pepperdine University, and successfully earned the CFP® certification in 2003 after completing the educational course requirement at UC Irvine.
Mike’s experience includes three years as an Investment Advisor with a leading Wall Street investment firm, and most recently 12 years as President of a private wealth management firm in Irvine, CA.
Mike believes that investing and financial planning is much more than pie charts and investment products. Designing a personal financial plan to address the issues and concerns unique to your family is critical to achieving long term “Financial Peace of Mind”.
An advocate for financial education, Mike is a certified instructor, teaching Retirement Planning strategies at Orange Coast College in Costa Mesa, CA.
Mike enjoys being active in the community, having served on non-profit boards and volunteered as a little league baseball manager for many years in Orange County. Mike, his wife Olivia and their two puppies reside in Newport Beach, CA.
Michael Pash is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Experience Meets Innovation
The result was Pure Financial Advisors Inc., a full financial planning firm that delivers to the masses using salaried planners to minimize conflict between the advisor and client. A pure business model was the vision and Pure Financial became that company.
Doors opened for business in 2007 with no clients, negative revenue and zero assets under management. In just seven years of the firm opening, Pure Financial has achieved and surpassed $1 billion in client assets, currently helping over 1000 clients plan for their future.
Education and Growth
Pure Financial holds strong values in education. The firm is built around educating the public on financial planning, tax planning and investment strategies. They strive to be a resource that people can access for financial planning techniques. A place where people can go to get their financial questions answered, with no obligation. Their goal, first and foremost, is to educate the public on what they should be doing with their financial plans, and then if they choose that they want further help, Pure Financial is more than happy to assist.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michael Pash is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Michael Pash is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Michael Pash is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact Michael Pash
3131 Camino del Rio N
San Diego, CA 92108
2010 Main St.
Irvine, CA 92614
21900 Burbank Blvd.
Woodland Hills, CA 91367