Skip to content

Meet our certified instructors guiding you
through the retirement planning process

Joseph Anderson, CFP®, AIF®

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today.

Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by Financial Advisor Magazine (2020) and was ranked one of the 300 Top U.S. Registered Investment Advisers (2020) by Financial Times. (The list recognizes top independent RIA firms from across the U.S.) Pure was also named to Inc. Magazine’s 2021 Best Workplaces list (2021).

To no surprise, Joe was named to the 2020 Forbes Best-In-State Wealth Advisors list, ranking #3 out of 80 advisors on the list in Southern California. In 2013, Joe earned San Diego Metro’s 40 Under 40 Award, representing some of the best and brightest minds of San Diego County.

Further to acting as CEO and President, Joe is also Pure Financial’s advanced planner, with extensive experience in estate planning, advance tax planning, portfolio analysis, and investment management. Joe has a passion for helping others succeed through teaching and education. In addition to training all of Pure’s financial advisors, Joe teaches retirement classes for prospective clients all across San Diego and online.

Since 2008, Joe has co-hosted Your Money, Your Wealth®, a consistently top-rated weekend financial talk radio program in San Diego. Evolving from the radio show’s success, in June 2014 Joe launched the first Your Money, Your Wealth® television broadcast in San Diego and on the popular YMYW YouTube channel, now with over 20,000 subscribers. The Your Money, Your Wealth® podcast followed in 2016 and now places regularly in Apple Podcasts’ Top 100 Investing Podcasts.

Prior to joining Pure, Joe worked for several years with one of the nation’s largest financial planning firms, where he was a financial advisor before becoming a district manager and then Vice President.

Beyond working with Pure Financial, Joe also participates in philanthropic activities. He’s also a member of the National Association of Personal Financial Advisors.

Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker for a wide range of professional groups in San Diego County and enjoys playing golf and cheering for his alma mater, the Florida Gators.

Kathryn Bowie, AFC®

As Director of Education, Kathryn strives to enhance the development and growth of Pure Financial Advisors’ educational programs and events. She uses her 30+ years of public relations experience and affinity for teaching, to guide people toward a greater understanding of their personal retirement path.

Prior to her current role, she was the Director of Client Relations, where she focused on building positive relationships and genuine rapport with clients. Effortlessly promoting a helpful, friendly, and professional environment where the client understands they are paramount.

After becoming an empty nester, Kathryn went back to college to finish her degree. She graduated cum laude from The University of Alabama with a Bachelor of Science in Consumer Sciences with an emphasis in Family Financial Planning and Counseling.

As a San Diego native, Kathryn and her husband Kelly enjoy everything local, as well as traveling, snow skiing, and spending time with their four children and three grandchildren.

Jake Greenberg, CFP®, ChFC® , AIF®

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax-efficient and cost-efficient methods possible.

Prior to joining Pure Financial, Jake was a lead strategist in charge of running the financial planning department for a fee-only financial planning firm. At Pure, he is able to utilize his expertise in cash flow management, retirement planning, estate planning, investment management, tax analysis, and insurance planning to develop unbiased and uniquely tailored strategies for his clients’ complex and ever-changing financial needs.

Jake graduated from California State University Fullerton with a Bachelor’s Degree in Finance – Investments & Financial Planning and holds two prestigious designations in the financial planning industry, the CERTIFIED FINANCIAL PLANNER™ Certification and the ChFC® (Chartered Financial Consultant). Prior to working with a fee-only financial advisory firm, Jake also held the FINRA Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, and a Life, Accident & Health Insurance License (L&D).

Jake is an active member at his church and also helps run an organization dedicated to supporting veterans and active-duty military. In his free time, Jake enjoys spending time with his wife and kids, training Jiu-Jitsu, camping, target shooting, and all things outdoors.

Mike Pash, CFP®, MBA, AIF®

Mike has been assisting families with personal financial planning for more than 20 years. Mike is a MBA graduate from Pepperdine University, and successfully earned the CFP® certification in 2003 after completing the educational course requirement at UC Irvine.

Mike’s experience includes three years as an Investment Advisor with a leading Wall Street investment firm, and most recently 12 years as President of a private wealth management firm in Irvine, CA.

Mike believes that investing and financial planning is much more than pie charts and investment products. Designing a personal financial plan to address the issues and concerns unique to your family is critical to achieving long term “Financial Peace of Mind”.

An advocate for financial education, Mike is a certified instructor, teaching Retirement Planning strategies at Orange Coast College in Costa Mesa, CA.

Mike enjoys being active in the community, having served on non-profit boards and volunteered as a little league baseball manager for many years in Orange County. Mike, his wife Olivia and their two puppies reside in Newport Beach, CA.

Dean Heimbach, CFP®, CRPC®, AIF®

Dean Heimbach is a CERTIFIED FINANCIAL PLANNER™ professional.  In his role with Pure Financial, Dean works directly with clients to help them accomplish their financial goals, specializing in the areas of retirement planning, tax planning, and investment management.  Through proactive planning and management, Dean helps individuals and families gain confidence and control over their retirement goals.

Prior to joining a fee-only firm, Dean held his FINRA 7, 66 and CA insurance licenses.  He worked for an RIA firm as well as one of the largest broker-dealers in the nation where he was responsible for managing client relationships, financial planning, and portfolio management.

Dean graduated from the University of Washington in Seattle. Dean and his wife Sheila have two children.  He enjoys exercising, being involved with his children and traveling with his wife and friends.