Brian Wolff is a CERTIFIED FINANCIAL PLANNER™ professional with Pure Financial Advisors specializing in comprehensive financial planning. In his role with Pure, Brian works directly with clients to not only help them realize their financial goals, but also to help determine the purpose for their money.
Graduating from the University of California, Santa Cruz, Brian earned a BA in Film and Digital Media in 2001. For the following 12 years, Brian worked as a video editor for the Outdoor Channel, and at an advertising agency called Vision Video Inc. In 2013, Brian made the decision to switch career paths and obtained his Series 65 license, marking the beginning of his career in the financial industry. Brian began his financial career working at a wealth management firm in North County, San Diego. He worked as a Paraplanner and helped with business development, bringing new clients to the firm.
Prior to coming to Pure Financial Advisors, Brian held the FINRA Series 7 and 63 securities registration. He received his CFP® Certification in 2018.
Brian sees his advisor role as a sounding board, he listens to his clients dreams and aspirations, then creates a path to help them reach those goals.
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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
