SAN DIEGO

Wednesday, July 26 from 11 a.m. – 12 p.m.
Pure Financial Advisors, Inc.
3131 Camino Del Rio North, #1550,
San Diego, CA 92108   
 
Lunch will follow   

BREA

Thursday, July 27 from 11 a.m. – 12 p.m.
Pure Financial Advisors, Inc.
135 South State College Blvd, #150,
Brea, CA 92821   
 
Lunch will follow   

IRVINE

Thursday, July 27 from 11 a.m. – 12 p.m.
Pure Financial Advisors, Inc.           
2010 Main St, #920           
Irvine, CA 92614           
 
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.

Peter Keller, CFP®

SAN DIEGOPeter Keller is a Financial Planner with over 22 years of experience in estate, investment and tax planning strategies. Peter is committed to providing clients with unbiased, comprehensive and holistic solutions. He is also a financial planning adult education instructor at local community colleges in San Diego.

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

  

MINIMIZING INCOME TAXES