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Cfp Susan Brandeis
Cfp Susan Brandeis
Chief Financial Planning Officer at Pure Financial Advisors, LLC | Pure Financial Advisors, LLC
San Diego, California, United States
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.
Cfp Susan Brandeis
Work Experience
Chief Financial Planning Officer at Pure Financial Advisors, LLC at
Pure Financial Advisors, LLC
June 2019 - Present
Chief Financial Planning Officer at
PURE PLASTICS SRL
June 2019 - Present
Director of Financial Planning at
PURE PLASTICS SRL
July 2013 - June 2019
Planning Support Specialist at
PURE PLASTICS SRL
October 2010 - July 2013
Paraplanner at
Wolters Hagar And Pratt
January 2007 - October 2010
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
**************@purefinancial.com
Colleagues
Chief Operations Officer
Executive Chairman
Founder, Chairman
Managing Director and Certified Financial Planner
President and CEO
Managing Partner
Chief Compliance Officer
Executive Vice President & Chief Investment Officer
Managing Director
Chief Financial Officer & Managing Partner