Amy
Cattelino

Pure Financial Advisors, LLC

CRD#6117295
Investment Advisor
in San Diego, CA

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About this Advisor

Amy Cattelino is a certified financial planner based out of San Diego, California, with 5 years of relevant experience. Cattelino is currently employed by Pure Financial Advisors, LLC. During their career, Cattelino has held roles at Student, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Lpl Financial LLC, Financial Advisors Network, Inc, Pure Financial Advisors, Inc and Pure Financial Advisors, LLC. Cattelino maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Pure Financial Advisors, LLC is an advisory firm that has its headquarters in San Diego, CA. The investment advisory business has offices in six locations and a total of 123 people on staff. It has $5 billion in assets under management between its 14,757 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 14,757 accounts, 44% are held by high-net-worth clients who have at least $1 million in investable assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advisory services largely vary depending on which services are offered. However, fees billed by Pure Financial Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 Camino Del Rio N Suite 1550
San Diego, CA 92108

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Pure Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$4,600,614,925

CA Average: $7,578,581,321
Total Number of Employees

123

CA Average: 43
Total Number of Accounts

14,757

CA Average: 3,727
Average Account Size

$311,758

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Amy Cattelino Work History

Amy has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Pure Financial Advisors, LLC

2016 - 2018 (2 years)

Pure Financial Advisors, Inc

2014 - 2016 (2 years)

Lpl Financial LLC

2014 - 2016 (2 years)

Financial Advisors Network, Inc

2013 - 2014 (1 year)

Waddell & Reed, Inc

2013 - 2014 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2004 - 2013 (9 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amy Cattelino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pure Financial Advisors, LLC

Robert Canavan
San Diego, CA
Rachel Fuss
Mercer Island, WA
Jeffery Wille
Northbrook, IL
Brian Perry
San Diego, CA
Dominic Knauf
San Diego, CA
David Cook
San Diego, CA
William Hodapp
San Diego, CA
Maxwell Hacker
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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