Joseph Christopher Schaaf
Investment adviser representative at Pure Financial Advisors, LLC
13 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
13 years in the industry.
- Pure Financial Advisors, LLCOct 2020 to now
- Epic Wings and ThingsJan 2018 to Jan 2019
- San Diego State UniversityAug 2017 to May 2021
- Davis Senior High SchoolAug 2013 to Jun 2017
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
- 8025062
- Firm CRD
- 144316