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Joseph Bailey is a Certified Financial Planner® with Pure Financial Advisors, LLC. Joseph has been in the financial services industry for over 10 years. Joseph has experience providing financial planning and investment management services to individuals, families, and small businesses. Joseph's approach to financial planning is to help clients understand their financial goals and then develop a personalized plan to achieve them. Joseph has a strong understanding of the financial markets and is committed to providing clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/12/2024 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
Active
Inactive
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