SAN DIEGO
Thursday, April 26th
11 a.m. – 12 p.m.
Pure Financial Advisors, Inc.
3131 Camino Del Rio North, #1550,
San Diego, CA 92108
Lunch will follow
ARE YOU READY FOR RETIREMENT?
Speakers
Nathaniel Ritchison, CFP®
SAN DIEGO Through proactive planning and management, Nate helps individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their retirement goals. For over 14 years he has been responsible for leading clients through the wealth management process.
Brian Perry, CFP®, CFA
SAN DIEGOBrian has been actively involved in the financial markets for more than 20 years, and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals.
Mike Pash, CFP®, MBA
IRVINEMike has been assisting families with personal financial planning for more than 20 years. He 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 is the Managing Director for Pure Financial Advisors, Irvine.
Jake Greenberg, CFP®, ChFC®
BREAJake Greenberg is the Managing Director for Pure Financial Advisors, Brea. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax-efficient and cost-efficient methods possible. Jake teaches retirement planning adult education courses throughout the year in Orange County.Planning Your Road to Retirement
GENERATING RETIREMENT INCOME
RETIREMENT PLAN DISTRIBUTIONS
INVESTING
FOR YOUR FUTURE
