Marcus Gonzalez
Investment adviser representative at Pure Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Pure Financial Advisors, LLCMar 2022 to now
- Nylife Securities LLCSep 2021 to Mar 2022
- Vista Murrieta High SchoolMar 2021 to Mar 2022
- New York Life Insurance CoJul 2020 to Mar 2022
- Temecula Valley ValetJan 2017 to Aug 2020
- Arizona Christian UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7204709
- Firm CRD
- 144316