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Cfp Susan Brandeis

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Cfp Susan Brandeis

Chief Financial Planning Officer at Pure Financial Advisors, LLC | Pure Financial Advisors, LLC

San Diego, California, United States

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Cfp Susan Brandeis

Summary

Susan Brandeis is a seasoned financial professional currently serving as the Chief Financial Planning Officer at Pure Financial Advisors, LLC. With a focus on tax management and retirement income planning, she has significantly contributed to the firm’s growth, helping to manage over 6 billion in assets. Since joining Pure Financial in 2012, Susan has excelled in leading the financial planning department, where she is responsible for developing comprehensive financial plans for clients and training new advisors. Her academic background includes a Bachelor of Science Degree in Financial Services from San Diego State University, complemented by her CFP Board Certified Financial Planner certification obtained in 2010. Prior to her current role, she gained valuable experience as a Financial Plan Specialist at WHP Financial. Susan's unique ability to blend technical expertise with a passion for client service makes her a valuable asset in the financial services industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Susan Brandeis

Work Experience

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Chief Financial Planning Officer at Pure Financial Advisors, LLC at

Pure Financial Advisors, LLC

June 2019 - Present

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Chief Financial Planning Officer at

PURE PLASTICS SRL

June 2019 - Present

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Director of Financial Planning at

PURE PLASTICS SRL

July 2013 - June 2019

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Planning Support Specialist at

PURE PLASTICS SRL

October 2010 - July 2013

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Paraplanner at

Wolters Hagar And Pratt

January 2007 - October 2010

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Cfp Susan Brandeis

Education

San Diego State University, Bs, Financial Services

January 2003 - January 2007

San Diego State University, Personal Financial Planning Certificate

Frequently Asked Questions about Cfp Susan Brandeis

What is Cfp Susan Brandeis email address?

Cfp Susan Brandeis's primary email address is **************@purefinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Susan Brandeis work for?

Cfp Susan Brandeis is a Chief Financial Planning Officer at Pure Financial Advisors, LLC at Pure Financial Advisors, LLC, a company specializing in Functions related to depository banking.

Where Cfp Susan Brandeis graduated from?

Cfp Susan Brandeis holds a degree in Financial Planning And Services from San Diego State University.

How can I directly contact Cfp Susan Brandeis?

To contact Cfp Susan Brandeis directly, you can use the email address **************@purefinancial.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Susan Brandeis?

Susan Brandeis is a seasoned financial professional currently serving as the Chief Financial Planning Officer at Pure Financial Advisors, LLC. With a focus on tax management and retirement income planning, she has significantly contributed to the firm’s growth, helping to manage over 6 billion in assets. Since joining Pure Financial in 2012, Susan has excelled in leading the financial planning department, where she is responsible for developing comprehensive financial plans for clients and training new advisors. Her academic background includes a Bachelor of Science Degree in Financial Services from San Diego State University, complemented by her CFP Board Certified Financial Planner certification obtained in 2010. Prior to her current role, she gained valuable experience as a Financial Plan Specialist at WHP Financial. Susan's unique ability to blend technical expertise with a passion for client service makes her a valuable asset in the financial services industry.

Cfp`s contact details

mail

**************@purefinancial.com

Colleagues

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Paul Miller

Chief Operations Officer

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Alan Clopine

Executive Chairman

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Michael Fenison

Founder, Chairman

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Michael Pash

Managing Director and Certified Financial Planner

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Cfp Joseph Anderson

President and CEO

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Dominic Knauf

Managing Partner

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Danielle Martin

Chief Compliance Officer

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Brian Perry Cfp Cfa

Executive Vice President & Chief Investment Officer

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Jason Carver

Chief Financial Officer & Managing Partner

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