Michael P. Pash
PURE FINANCIAL ADVISORS
Irvine, CA 92614
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CRD#: 1786168
Professional summary
Michael Peter Pash, AIF®, CFP®, who also goes by Mike Pash, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Irvine, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Biography
As a Fee-Only registered investment advisor, Pure Financial Advisors is compensated by the client as a fiduciary and takes no other compensation from any other source. Fee-Only is generally considered by the financial services industry as having less conflict of interest than commissioned advisors. Our advisors are salaried-only and we believe that this arrangement further reduces conflict of interest to a level lower than Fee-Only.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Mike Pash
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Peter Pash's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
July 9, 2010 - Present
PURE FINANCIAL ADVISORS, LLC
Office #1: 2020 Main Street 10th Floor, Irvine, CA 92614RIA
CRD#: 144316
Irvine, CA
Past
February 18, 1999 - July 1, 2010
CETERA ADVISORS LLC
RIA
CRD#: 10299
IRVINE, CA
Past
February 18, 1999 - July 1, 2010
CETERA ADVISORS LLC
BD
CRD#: 10299
IRVINE, CA
Past
March 19, 1996 - March 8, 1999
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/9/2010)
IAR
Texas(4/23/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Mailing Address
Phone number
(866) 876-7873
Established
Firm type
Fiscal year end
# of Employees
171
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,199 |
| AUM (Assets Under Management) | $ 8,023,229,867 |
Red Flags
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